Bank rules: Create rule per bank account
Hi, We have several bank accounts with transactions of the same name allocated to different categories. It would be very helpful to be able to filter payments on different bank accounts. As an example We manage two holiday houses and want to separate the expenses for westnet into different "Category accounts" TELEPHONE, INTERNET AND TELEVISION HOUSE 2 TELEPHONE, INTERNET AND TELEVISION HOUSE 1 Currenlty all expenses relating to each house is paid from separate bank accounts however when I try to filter the transaction in rules there is no way to differentiate between the two expenses. Sugest: Separate filter box for Bank accounts "within the bank account" or: Alternatively the search box could be extended to include "If the bank Transaction and or bank account description contains" "Allocation Rules"6.5KViews37likes10CommentsBank transactions: Assign a rule to transaction
Essential Assign of cash transactions needs to be able to assign to existing rules, not just the items on tehc ahrt of accounts. This would allow faster allocation as done with Payees in BankLink and cas coding in oppostion applications. "Ability to Assign to a Rule not just an Chart of Accounts item"1.7KViews2likes1Comment