Best Of

Today was the first day I've logged in with the new feature enabled and I wanted to give it a try. I haven't seen one in action yet, but I did notice that the create rule screen was inconsistently defaulting some of the checkboxes. Here's what I believe I did in this order:

• Clicked +Rule from the Rules settings page to preview what the new options looked like
• Clicked the Exclude From box to view those expanded options
• Cancelled out of the new rule setup menu
• Chose Edit on an existing rule
• The Exclude From box I'd checked in the previous window before cancelling defaulted to checked like instead of defaulting to unchecked/collapsed. I expected this to be collapsed initially when opening an existing rule.
• Added a tag rule to the existing rule
• The Apply to past transactions was unchecked (as desired)
• Created rule
• Edited another existing rule
• Same experience as above up until the Apply to past transactions screen
• This time the Apply to past transactions box was defaulted to checked (NOT desired)
• I cancelled the change for now and will revisit it at a later time

While the Exclude from defaulting as checked was unexpected, there is no unexpected risk. But it seems like the apply to past transactions should default to unchecked and do so consistently to ensure users do not unintentionally change past transactions.

On a related note, I think it would be helpful to know exactly how many transactions (and ideally which transactions) are going to be updated if you select to apply to past transactions. From what I can tell, the preview window only shows you the last handful of matching transactions, which could be misleading or cause user oversight if recent behaviors/usage was different than past behaviors/usage. This could be similar to how you get another confirmation pop up when deleting a category or tag. Without the ability to search or view the original statement descriptions anywhere else in the system, you literally have to use the sample transactions provided and your own memory to decide the best option for each rule creation/change.

Thanks for continuing to improve the system and request user feedback on changes!

@Jenny T Thank you SO much for the detailed report.

I've filed a bug for us because I agree that we should not keep your preference across rules. We'll discuss today and it's likely a pretty quick fix.

Thanks all!