Setup Transaction Rules to mirror the microservices offered by Qapital, Acorn, etc. (edited)

TommyMac Member ✭✭✭
edited December 2021 in Feature Requests

It would be nice if you can set up transaction rules to mirror the microservices. I have Qapital take 5% of every deposit over $3k and a few other rules, I have Acorn roll up purchases to the nearest dollar, I have Stash taking a few dollars a week and buying stock, etc. These are hard to set up as "Recurring bills" as they fluctuate week to week, month to month.

4 votes

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  • TommyMac
    TommyMac Member ✭✭✭

    This is primarily in the context of seeing them in forecasting and for matching transactions from the bank. Each transaction is little, but, they do add up.

  • Coach Paco
    Coach Paco Moderator admin

    @TommyMac Great suggestion! Hopefully, members of our community vote this up and we can see additional rules being added.

  • I'd also love if they could allow us to connect to Qapital!