Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
1
vote
Apply transaction category rules retroactively to past transactions
Feature Requests
We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!
1
vote
Apply transaction category rules retroactively to past transactions
When setting up a transaction categorization rule (e.g., “always categorize this vendor as Groceries”), users would like the option to apply that rule retroactively to all existing transactions from the same vendor – not just future ones. This would save significant time when a vendor has many historical transactions that need to be recategorized, and would make it easier to maintain a clean, consistent transaction history without manually editing each entry.