Setting to NOT create an email rule for new transactions whenever a new account is created
S
Shane
I will personally never want this rule, never want these emails and treat them as spam (which impacts LM's ability to email customers. I'll spare you the lengthy explanation of email reputation systems but it can lead to providers blocking emails) And I imagine I can't be alone here.
Yet any time I create a new account, a new rule to email me new transactions gets automatically set up. Usually I forget to delete it until I start getting the emails. All of this is a complete pain and bad user experience. Please create a setting we can turn on which says to never generate this rule for those of us who do not want these emails.
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Din from Lunch Money
Hi Shane! When you connect a new synced account, there's a toggle that you can disable if you don't wish to receive email for new transactions, and that prevents the rule from getting created. This is done on a per-account basis, during the creation process. You'll see the option after going through the Plaid flow, in the 'Setup Account' pop-ups (see screenshot).
Hope this helps! :)
S
Shane
Din from Lunch Money Thanks I did miss that. I would prefer to be able to default it to unselected though in case I forget again next time.