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Option to stop showing the pop up to assign a "New Category rule" (1 Merged Vote)

JKR

Every time I assign category to a transaction, I keep getting a pop up that asks for New category rule. It is very annoying. Can we have an option to stop showing it each and every time I update a category on a transaction?

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Completed

Feature Request

Transaction Rules

Status: Completed

Comments

asubbaiyanprof

I agree it's annoying; by default, the checkbox to create the rule should be off, but you can uncheck it, and it looks like staying that way.

Mikel511

They really should make creating rules an option instead of forcing you to make a decision on every transaction!

David Stiff

This is a terrible feature. It caused my to accidently recategorize 200 transactions! Took about 4 hours to set them back to their original categories.

nousername

This is kind of insane to not have this option. Why are you trying to create a rule based on one-off transactions? Support showed me a way to disable it but it'll come back any time I sign back in... very band-aid approach to fixing things.

Also, please add the ability to auto-review some categories. I don't want to press 'review' for every time I take the bus! Add an option in the rule to auto-confirm/review.

DivergentDreamer

This never used to happen and I'm not sure why they implemented this change. It is definitely frustrating and annoying!

jlaplante3

I agree. It makes no sense.

jeffT

Definitely needs to be optional. Rules are great idea but I have too many vendors that use different categories.

carseph

Agree with this being an optional feature within the transaction. Should be able to opt-in / select to make it a rule rather than having to opt-out every single time. Thanks

Coach Natalie

Hello All,

Thank you for providing your feedback here!

It looks like you can disable the Rule Suggestion prompts by deselecting the checkbox next to the "Create a rule to also rename this payee for future transactions" option when editing or entering the Payee of a downloaded transaction, or by deselecting the checkbox next to the "Create a rule to also use this category for future transactions" option when editing or entering the Category of a downloaded transaction, whichever applies. Once this box is unchecked, future transactions will no longer prompt you for a Rule Suggestion.

Image: https://us.v-cdn.net/6031920/uploads/editor/ha/h4etqp6qbll1.png

Please let me know if anyone has any questions!

-Coach Natalie