4
More Original Payee support
g
gz@pobox.com
Such as
- add an optional Original payee column in transaction list
- Show the original payee when hover over the payee cell (as in mint)
- ability to filter on original payee
- rules condition for matching original payee
- rules action for setting original payee
- rules action for setting payee from original payee
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Jen
Merged in a post:
Rules support for Original payee
g
gz@pobox.com
- Match original payee
- Set original payee
- reset payee from original payee
That last one is not just fanciful - I got screwed by a bunch of very different transactions getting overwritten with the same payee, and I don't see any way to recover.
Jen
Hi gz@pobox.com, rules currently match the original payee name if you set a condition to match the payee! Let me know if this is not the case for you.
By design, you cannot override the original name of a transaction so #5 is not doable. I'd love to understand more of what you mean for #6?
g
gz@pobox.com
Jen:I'd like to be able to make a rule where the rule action is: set the payee name to be whatever the original payee is. I .e. rather than set payee name to a specific string, the action would be to set it to the value of the original payee in the transaction.