N
Noah
Currently, declaring "Everything from this payee belongs in the Groceries category" requires:
  1. Clicking the arrow to the right of a transaction in the transaction tab
  2. Scrolling down and clicking "Create a Rule"
  3. Clicking the x to remove the account autopopulated portion of the rule
  4. Clicking the x to remove the amount autopopulated portion of the rule, leaving only the payee name contains part
  5. Clicking Add action
  6. Clicking Set Category
  7. Clicking Type to search or add new
  8. Clicking "Groceries"
  9. Clicking "Save and apply"
  10. Clicking "Confirm"
Most of the time, when I categorize an item by clicking the Category section of the transactions table and then selecting a category, that category will apply to all transactions from that merchant. However, lunchmoney doesn't seem to do this/remember categories on a global payee basis going forward.
This is a common operation.
It would be nice to automatically create a rule, or have one extra checkbox to tick to create a rule, when selecting/overriding a category for a transaction, that would automatically apply a category to all transactions matching the payee. It would reduce a frequent 10 click action to a 1-2 click action.