Editing Transaction Name Rules (Rules UI)
A
Alex
Instead of contacting the support team to remove a rule created in error or creating a new rule with the same conditions to overwrite it, show editable list of all rules in the app.
O
Olivia
open
O
Olivia
Merged in a post:
Applying a rule to only future transactions
O
Olivia
Create and apply a name rule to only future transactions.
O
Olivia
Merged in a post:
Option to not backfill when creating rule
R
Rohin
Right now when you create a rule it tries to match a rule for all previous transactions with this rule. This slightly discouraged me from using rules as effectively as I could be — sometimes I want to create a rule for all further transactions like this, but past ones have been manually tagged to other things.
I was hoping the backfill feature could be optional so when creating the rule you don’t have to run it on old transactions.
O
Olivia
Merged in a post:
A way to let us see all of our rules
C
Chintan
and also give us the ability to make new rules on the fly
S
Sarah
Merged in a post:
Rules
A
Adrian
A tab or option to see past established rules so you can manage/remove/change them
S
Sarah
Merged in a post:
Too easy to accidentally change categories of other transactions instead of just one.
G
Gor
When changing the category for a single transaction, a prompt comes up asking if you want to apply the same label to other historical transactions by merchant name or not to apply it to other transactions. The issue is that these buttons are tiny and the “not apply” button is right under the button that applies the label to all historical transactions with the same name. And if applied to historical transactions by accident, there is no way to undo this action and you are stuck with label changes to everything that came in under the same merchant name for the past 6 months. This is a pain and there is no fail safe confirmation (or the buttons are too close to accidentally tap on the wrong one when fast labeling transactions under review). Some sort of protection against this (or an undo) would be a welcomed feature.