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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Dustin Dauncey
Monarch allows us to set rules based on custom merchant name or original merchant name, and it was really useful in spots. Would be great to see Lunch Money support this too.
Jen from Lunch Money
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 from Lunch Money
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 from Lunch Money: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.