Transaction rules for specific categories
under review
B
Brayden
It would be great to be able to say anything that falls in this specific category follows a specific rule.
For example,
I look at home projects as outside my budget and have a home project budget for the year. I created a home project category so I can move the transactions into that category but I then have to tell every single transaction to be ignored from the monthly budget.
It would be great to either have it hit an annual budget or be able to say all transactions in this category are not included/ignored from the monthly budget automatically
Daniel
under review
Daniel
Hi Brayden, thanks for sharing that feedback!
I can see how that would be helpful to set up rules by category in addition to by transaction name, especially if you're tracking these as outside your normal budget.
For now, one way that you can do partially do this is by creating a rule based on transaction name for transactions that are part of your home projects and enable the "Ignore transactions" toggle. For example, if you're shopping at Home Depot or Ace Hardware for these projects, you could create a rule that categorizes those transactions into Home Projects and then ignores them.
Let me know if that seems to work for now, and we've noted your overall feedback here!