Allow users to specify the order in which Transaction Rules are applied (edited)

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DryHeat
DryHeat Superuser ✭✭✭✭
edited June 16 in Feature Requests

I think Rules are applied in a particular order — maybe the order in which they appear in the Rules list — and that the first Rule that matches a transaction runs.

If so, it would help if users could move Rules up and down in the Rules list to control the order in which they are applied. Here's why…

Sometimes I want a more specific rule to apply to some transactions and a more general rule to apply to the others. Here's a simplified example:

Rule#1: COSTCO ⇒ Category = Groceries

Rule#2: COSTCO and GAS ⇒ Category = Fuel

If Rule#1 is applied first, all COSTCO transactions will be categorized as Groceries. But if Rule#2 is applied first, then the COSTCO GAS transactions will be categorized as Fuel and only the non-GAS transactions will be categorized as Groceries.

DryHeat
-Quicken Classic (1990-2020), CountAbout (2021-2024), Simplifi (2025-…)

5 votes

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