When I update the category of a single transaction, prompt me to apply the same category to other matching transactions in one click instead of editing each one individually.
Auto future rule generation is coming soon! The plan: edit one transaction, get the suggestion modal, approve, and then a follow-up "should I auto-create a future rule for this?" prompt. That last step needs a rule engine with AI support to auto create rules. Will need some time to get this shipped.
nck
•
Apr 16
Is there any way to say "apply this to future matching transactions"?
Aayush Chhabra
Team•
Apr 16
Bulk editing is now in production. Two ways to use it:
Manual: there's now a checkbox next to each transaction. Select the ones you want and an Edit button shows up to mutate them all at once.
Suggested: edit a single transaction (e.g., change its category), and if the system finds similar transactions it'll suggest those for auto-accepting.
Aayush Chhabra
Team•
Feb 13
In the pipeline. Matching can be quite nuanced so we're working on a more semantic matching engine, but should be out soon.
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Comments4
Aayush Chhabra
Apr 16
Auto future rule generation is coming soon! The plan: edit one transaction, get the suggestion modal, approve, and then a follow-up "should I auto-create a future rule for this?" prompt. That last step needs a rule engine with AI support to auto create rules. Will need some time to get this shipped.
nck
Apr 16
Is there any way to say "apply this to future matching transactions"?
Aayush Chhabra
Apr 16
Bulk editing is now in production. Two ways to use it:
Aayush Chhabra
Feb 13
In the pipeline. Matching can be quite nuanced so we're working on a more semantic matching engine, but should be out soon.