Ability to select which past transactions a new Transactions Rule gets applied to (edited)

Norm6257 Member ✭✭✭
edited April 12 in Feature Requests

When changing a transaction rule the popup has a "Also set for existing transactions..." and a link to view the existing transactions that the rule will apply to.

When you View Transactions the list of existing transactions it displayed. I would like to have selection boxes next to the individual transactions so that it can be specified which transactions the update should apply to.  Right now it is and all or nothing option.

5 votes

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  • N4KHQ
    N4KHQ Member ✭✭✭

    You New Category Rule dialog is very misleading and creates problems for users. At the very least, instead of hitting the X at the top right to enter the category for just the selected transition there should be a button saying For Selected Transaction Only. The Create button should say Create Rule for X number of transactions. You should probably add an Are you Sure. This would be so easy to fix.