Set Category Rules based on Amount
C
Colin
Hi,
Been using the app for an hour and I already love it. Definitely going to become a crucial app for me in the future. Great work!
Quick suggestion: It would be nice to categorize transactions based on amount, not just name. For example, every time I go to my local Arco gas station, I’m charged a $.35 debit fee. I would love for the app to know that while other Arco charges may be car related (based on name), the $.35 charge from Arco will always be “debit fee”, and be auto-categorized as such.
Just a thought. Thanks again for creating this amazing app!
O
Olivia
Merged in a post:
Create rules that also match on amounts
S
Stephen
I receive recurring income in the form of an account transfer with a generic name. I cannot create a rule to mark these transfers as income without including other deposits with the same name. I tried using a recurring, but there is no way to create a recurring for income. If I create a regular recurring, the income makes my spending incorrect.
O
Olivia
Merged in a post:
Auto categorize something based on name + amount
C
Caroline
I like being able to auto-categorize something based on the name, but it would be great if it was name + amount. For instance I pay my rent by check, but I don’t want all my “check” transactions to be categorized into “rent”. However my rent is always the same so I can categorize it by “check” + amount.
S
Sarah
Merged in a post:
Separate categories based on amount of transaction
A
Adam
This would be great for gas stations. I want gas, over $15, to be one category and stuff I buy inside, less than $15, to be another category.
O
Olivia
Merged in a post:
Adding transaction amount to rule
C
Cam
As my bank shows recurring BillPay payments as generic “Check” transactions, it would be great to be able to create a rule with amounts in addition to the current text based option.
S
Sarah
Merged in a post:
Categorize differently based on amount
B
Brandon
I can create a rule for non-recurring transactions saying “all transactions from ‘Holiday’ belong to the ‘Car’ category”, but I’d like to say “all transactions from ‘Holiday’ under $15 belong to the ‘fast food’ category, anything over $15 belongs to the ‘Car’ category “