Bank rule - leave description as is.
When creating a rule. Add an option to leave the description as it is. This is helpful if the client has added something onto the bank line and the rule would otherwise remove it.
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Gregor Longson
shared this idea
Hey Gregor, thank you for submitting this. If you want to retain the original description of your bank statement lines the best approach would be to leave the 'Description' box empty when creating a bank rule. This will prevent the bank rule from overwriting the original line with the text you've entered into the bank rule and keep it as it is 😊