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Renamed subCategories not updating with rulesub

Feature Requests

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3 votes

Renamed subCategories not updating with rulesub

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!

3 votes

Renamed subCategories not updating with rulesub

So I renamed a subcategory from OLDNAME to NEWNAME. It seems that any rules set to categorize the transaction to the OLDNAME remains at the OLDNAME instead of updating to the NEWNAME. It would be nice to have the rule to automatically update with the renamed change. I am sure this would be easier once we get the ability to see/edit/delete rules. I don't want to use the automated transaction rule (e.g. the category rule prompt) as it will overwrite previous transactions with the name transaction name, which involves a lot of rework in looking at past transactions. If the OLDNMAE is a custom category, the OLDNAME subcategory is not listed under transaction/filters, so I have to search for the merchant to find the transaction and recategorize it to the NEWNAME.

Under Review Pennywaltz shared this idea
Under Review Pennywaltz shared this idea