Enable custom tag rules and automation
Ki'Andre Thomas
Tags must currently be applied manually. Adding rule-based automation would streamline this process. For example:
- Automatically apply a “Housing Cost” tag to any transaction in the Rent, Utilities, or Home Parking categories.
- Allow tag assignment by merchant, keyword, category, or timeframe.
Juliet
Merged in a post:
Add tag(s) as part of a rule
E
Eric
Can you please make it so we can add tag(s) to transactions as part of a rule? It would make it easy to use tags as sort of meta-categories.
E
Eric
Rule-based tagging would also basically create meta- and sub- category features, which are other things that people have requested.
E
Eric
Nevermind, this is a redundant feature request. Found another post requesting the same thing.