Make Category Rules More Flexiable
The rules are good but it would be better to be able to type in Keywords used in the Payee name since the Payee name always varies.
Looking through my list I have 9 of the same Payee and they are all the same except for the last part. So if I could just define the first part then the category rule would run and ignore the last part that is unique each time.
Also, there should be a 3rd option added "Account Used". I buy a lot of things from Amazon for my various businesses and I use different cards for different categories. Currently, there is no way to categorize these transactions as the rules are too basic. But if I could specify If the Payee contains "Amazon" and is from "Card 1" and then apply "27A Supplies" then it would work every time.
Comments
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@jn2consulting, thanks for posting your suggestions to the Community!
I went ahead and moved this out of Feature Requests, as you want to outline and submit just one suggestion per Idea post in accordance with our guidelines here. In this case, however, it sounds like we may have existing requests for both of the items you mentioned.
If these existing requests fit what you're looking for, please be sure to add your vote and feedback and then follow them for updates. I hope this helps!
-Coach Natalie
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