Additional Fields for Category Rules
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Olivia
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Olivia
Merged in a post:
Set Category Rule based on amount and timeframe
P
Popular Porpoise
set a rule to apply all future expenses to be categorized to a specific expense type such as travel for a specific time frame.
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Olivia
Merged in a post:
Support special characters
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Established Peacock
To be able to create name rules that contains them, like the ® in some Zelle transactions.
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Olivia
Merged in a post:
Emoji support for rule matching
J
Jade green Goldfish
It would be extremely helpful and save a ton of time if Venmo transactions with emojis could automatically be categorized correctly.
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Olivia
Merged in a post:
Amazon Product Name Transaction Rules
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Eburnean Narwhal
It would be amazing for you to be able to categorize amazon purchases based on the product name
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Olivia
Merged in a post:
Create transaction name rules based on "original info" transaction name
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Olivia
Allow users to create transaction name rules based on "original info" transaction names. For example, if a user wants to create a rule based on "Doordash".
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Olivia
Merged in a post:
Create Category and Transaction Type rules based on Multiple Conditions
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Olivia
In cases where transactions have the same name (ex., ONLINE BANK TRANSFER), to be able to set up a category or transaction type rule, being able to set the associated account as one of the rule requirements is necessary. In cases where transactions have the same name (ex., Amazon) but there are certain payments that can be auto-categorized, allow rule to be based off of vendor name and transaction amount.
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Olivia
Merged in a post:
Set Categories Rules based on Date
C
Careful Roadrunner
This new rule allows users to choose a start and end date for all incoming/past transactions to be auto categorized by the chosen categories.
Like user was in a travel vacation from 12/12/21 to 12/26/21 I want all transactions from this period to be auto categorized as vacation
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Olivia
Merged in a post:
Create Category Rules based on Account or Card
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Olivia
Create category rules based on the card. Helpful for business cards or any card used only for one category of transaction.
O
Olivia
Merged in a post:
Set Category Rules based on Amount
S
Similar Basilisk
Hi,
Been using the app for an hour and I already love it. Definitely going to become a crucial app for me in the future. Great work!
Quick suggestion: It would be nice to categorize transactions based on amount, not just name. For example, every time I go to my local Arco gas station, I’m charged a $.35 debit fee. I would love for the app to know that while other Arco charges may be car related (based on name), the $.35 charge from Arco will always be “debit fee”, and be auto-categorized as such.
Just a thought. Thanks again for creating this amazing app!
O
Olivia
Merged in a post:
Allow Transaction Rules to Use Original Info
G
Gold Starfish
Users need to create rules for recurring charges from the same company across multiple accounts, but Copilot removes the last four digits they rely on for differentiation. These digits exist in the 'Original Txn Info,' but they aren’t available when setting up a rule. Engineering notes that fixing this would require either changing how transaction names are processed or allowing rules based on original transaction info so feature request for now!
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