61
Use rules to auto-group transactions
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
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Jen
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Reggie Azevedo
Would love this feature as well! Any ETAs on a release?
R
Roy
If I could double vote on this feature I would! It's blocking me quite a bit to not be able to auto-group. All of my foreign currency payments result in 1. an initial charge, 2. then refund (these should be auto-grouped and I'd ignore them) and then 3. the "real" exchange rate adjusted charge. So currently my overview is quite messy as I've got a lot of USD payments and my main currency is EUR.
Jen
planned
Jen
under review
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