Rules and Transfers?
Rules don't seem to play well with transfer transactions.
For example, in my checking account, I would like to update the name of a transfer based on the statement name to be clear and succinct - for example "[Account Name] Payment" instead of including all the extra numbers and whatnot that my bank statement assigns.
Likewise, on the other side, "Deerfield, ILL" isn't particularly helpful. I would much rather it say "Payment".
However, I've set up rules, specifying the account, and the sample transactions that come up during rule setup are the ones I would expect and want to change, but the change never seems to actually happen. Then I have to manually update them anyway (which sometimes seems to cause issues of it's own - unlinking transactions I've already checked to be sure they're properly linked and sometimes re-linking things to another pending transaction that didn't actually exist before).
Am I doing something wrong, or does this really just not work?
Comments
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@lyr-finance, thanks for reaching out to the Community!
Unfortunately, transaction rules don't work on transfers. This is outlined in our support article here:
I thought we had a request for this ability, but I can't find one. You can always create one so other users can vote on it and add their use cases for our product team to see!
Sorry for not having better news, but I hope this helps!
-Coach Natalie
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