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Rules by Account

Feature Request

I wanted to auto categorize by an account in addition to merchant. This would allow me to have all transactions on a certain credit card be auto categorized without me having to manually re-categorize.

For example both me and my wife have a credit card for our personal transactions. I want to be able to create two rules for each card where whenever there is a transaction from that credit card it will be categorized as the personal category in our budget.

Posted by Jude the Budgeter ·
Status: Completed1 comment

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Comments1

  • team@waypointbudget

    Team•

    Sep 15

    Hi Jude, this is live now.

    Open your profile page, tap Categorization Rules, then Add Rule. Leave the merchant text blank, pick the credit card in the "on any account" blank, and choose the category. Do that once for your card and once for your wife's. Every new transaction on either card will land in that category, and the checkbox on the same screen lets you sort the existing ones right away.

    A couple of details worth knowing. A merchant rule still wins over an account rule, so if you ever want one store on that card to go somewhere else, add a normal rule for it and it takes priority. You can also attach an amount or transaction type to any rule now, and the rules screen shows where each rule came from and whether it is still matching anything.

    Thanks for the clear write-up!

    Best,

    Jamal