Rules based on account/card
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Brian
i need to be able to see what my card and my wifes card spending is filter by card . we need this yesterday
DJ
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William
Yes, I would also like this feature to seperate transactions.
Nate Friar
Definitely needed for business accounts. I’m a sole proprietor and like to keep track of spending for both personal and business accounts on Rocket Money. It would be super helpful if I could categorize all spending from my business checking and business credit card as “Business”.
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Tim
Agree. I personally get a lot of Venmo transfers and there is no way to create a rule that captures all Venmo transfers it seems. Zelle payments have the string 'zelle' in the name
A
Almotaz
Very much needed. I even posted a suggestion about this a few weeks ago, not knowing someone already mentioned it since 2022 and it's still not a thing.
A
Ashley
REALLY need this - I have multiple capital one credit cards, so the transaction name is the same for all. Sometimes the amount is different (recurring min payments) but sometimes it’s the same (when I get a bonus and pay lump sums to all three at the same time). When the amounts are the same and the names are the same, there’s no way for me to assign these to the correct recurring item without opening each transaction one at a time to check the bottom where it lists the account it posted to.
Matthew Partacz
This would be awesome. It would help mitigate/enable me to create budgets for my personal spending and joint spending with my partner. (If transaction on my personal account, I could set category as "dining out - Matt". Or if transaction on joint account, I could set category as "dining out - joint")
K
Kinjal Mistry
Rule based on the account would be very useful
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