Use rules to auto-group transactions
under review
Jen from Lunch Money
Use case #1: auto-group credit card payment and transfer transactions (match on the same amount)
Use case #2: auto-group credits + debits from the same merchant to denote refunds
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A
Amber Nicole
Will this also work for internal transfers as well? Like between my bank accounts or between different spaces within the same bank account? (Wise for example).
A
Amber Nicole
Any updates?! :)
C
CoolJoeLiam
Still sounds like a great feature… 4 years later! (sigh)
Jen from Lunch Money
under review
J
Jennings
This would be so useful!
J
Jair Sian
Is there an ETA on this feature? I'm reluctant to move over from YNAB until it's available but v eager to!
Jen from Lunch Money
planned
Jen from Lunch Money
under review
Jen from Lunch Money
Merged in a post:
Auto link/group transfers/payments
M
Matt Wean
It would be great to automatically link or group a bank withdrawal with credit card payment or transfer from one account to another.
Jen from Lunch Money
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