23
Use rules to auto-group transactions
planned
Jen
Use case #1: auto-group credit card payment and transfer transactions (match on the same amount)
Use case #2: auto-group credits + debits from the same merchant to denote refunds
Log In
Activity
Newest
Oldest
A
Andras
Use case #3: auto-group payment and conversion/bank fee of that transaction (e.g. in Transerwise)
Jen
planned
J
Joost van den Akker
I would also love the option to use category to match transactions in rules.
For example certain transactions I want to first split 50/50 into different transactions with different categories and after that make both of them recurring. Right now I can't do that, because I can't create different rules for the two.
Jen
@Joost van den Akker: Hi Joost, makes sense! I believe this fits into this feature request: https://lunchmoney.canny.io/rules/p/run-split-transactions-through-rules-once
Jen
under review