Create-and-Apply Rule

jeff-y

It would be nice when categorizing transactions to create rule and apply the rule. Otherwise, it's necessary to select the category twice: once to create a rule, and once to apply them. It's like having to categorize all transactions 2x.

jacobs

@jeff-y Good news; you can already do this! 😀

When you're entering a transaction for a Payee, when you enter the category, just check the blue pop-up above the category field to create a QuickFill rule:

Notice that you can select the save a rule with "all fields" — Amount, Tag, Memo, in addition to Category — or click the arrow to change it to "Category" if you only want the category stored as a rule for this Payee.

If you do this often, then you can go to Settings > Register and set your preference to default to this checkbox being checked all the time; you can then uncheck it on a transaction where you don't want a QuickFill rule created: