Ability to Create Rules from Transactions List (edited)

MCHAMMER8292
MCHAMMER8292 Member ✭✭
edited September 2021 in Feature Requests
Having to go to settings to create rules is extremely time consuming, and often times by the time I get to the data entry, I have forgotten the keywords to use for the rule. It sure would make so much more sense to create a rule straight from a transaction. Or maybe I am overlooking something??
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Completed · Last Updated

The ability to create both Payee and Category Rules are now available from the Transactions View.

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  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited October 2021
    Hello @MCHAMMER8292 & All,

    Great news! The ability to create both Payee and Category Rules is now available from the Transactions View by selecting the checkbox to create a Rule for future transactions, located in the Payee and Category drop-down menus:


    Please let me know if anyone has any questions! :smiley:

    -Coach Natalie

    -Coach Natalie

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