A bit of finesse is still needed with rules, I recently worked on a bunch of transactions.
- The transaction is for utilities, and needs to be split for trash, sewer, and water. That function doesn't exist, and you can only designate one category in series creation.
- Secondly- I noticed an unrelated issue, which is present even using original statement names.
I want all transfers TO and FROM accounts designated as such, and I significantly dislike the "linked transactions". Transfers that are positive (credit) are named Transfer TO Acct ####, and Transfer that are negative (debit) are Transfers FROM Acct ####.
For example:
The rule states, Rename payee to "Transfer to Checking (1234)" if the original statement name has the EXACT name "transfer to cashback debit 1234"; set category to Transfer. This should only work on positive transactions.
A second rule states, Rename payee to "Transfer From Checking (1234)" if the original statement name has the EXACT name "transfer from cashback debit 1234"; set category to Transfer. This should only work on negative transactions.
I watched before my very eyes as each rule would impact both, disregarding the exact "to" and "for" explicitly required by the rules.
Here's a screenshot of the rules. I didn't get a screengrab of the previous transactions auto updated back and forth.
I may "fix" this by just changing it to read, Transfer: Checking (1234) but this is quite annoying after spending a few hours doing it manually and then redoing it after the rules messed it up.
