"Add Tag" Rule does the "Set Tag" effect instead.
G
Graham Cooper
"Add Tag" just sets the tags rather than actually adding the tag. It even shows "Show Tag" as the action once I click "Add tag" from the dropdown.
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Din from Lunch Money
Hi Graham!
"Add tag" is used to add (set) tags to rule-matched transactions, not to just add a new tag to the Tags list. If you simply wish to add a new tag but not assign it to transactions, it should be done via the Tags page instead.
I'd love to better understand your use case for using a rule to add new tags without assigning them. What would be the "If.." rule criteria in this case?
G
Graham Cooper
Hi!
Maybe I did not state the bug well enough. It's a problem with the wording, there are two actions for tags. One called "Set Tag" and one for "Add Tag". I would expect "Add tag" to append to the current list of tags, and for "Set Tag" to override the current tags with the new tags in the rule.
The bug:
When I set a rule to "add" a tag, it overwrites previous tags. So if I for example have a rule that when a transaction is in a certain account, add a tag "Foo", but then when I have another add tag rule that applies to the same transaction, maybe a payee contains "EMPLOYER" then add tag "Income", the transaction now ONLY has the "Income" tag and no longer has the "Foo" Tag. My expectation would be that it has both the "Foo" and "Income" tag.
I noticed this when I added a new rule that added tags, and then wanted to apply it to previous transactions that met the rule.
Din from Lunch Money
Graham Cooper: Hey Graham!
When creating a new Rule, under 'Then..' in the "Add action" dropdown, there is only one action option for tags: "Add tags". When you select that option, you then see a field with the header "Set tags", yet despite the different wording, the intention is to set the tags that you wish to add. The action is cumulative only, so new tags are added without replacing existing tags.
Since you mention that the new tag replaced the old one, is it possible that it's just hidden from view? When you open the 'Transaction Details' panel of one of the affected transactions, does it only show one tag there?
If you'd like to share screenshots, feel free to open an in-app support ticket so we can take a closer look into this for you! :)