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Option to Apply New Renaming Rules to Already Downloaded Transactions

Miguel Pascoe

Transfers are all renamed to TF. When accepting the transactions, I need to look at the original payee text to see from/to which account the transfer happened. When rename the payee, a new renaming rule is created.

It would be great if that new rule could be applied to already downloaded (but not accepted) transactions.

Otherwise, I have to rename all those transfers manually in the download session. If I have months of download, it can get onerous.

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Reviewed

One Step Update

Renaming Rules

idea

Status: Reviewed

Comments

Chris_QPW

Yeah, this is something that I have wished would be possible for a long time.

UKR

I believe that your wish has been granted as part of the recent changes made to Memorized Transactions …

See the new option in the Edit Memorized Payee dialog.
Click the (?) Help button for more about this function.

UKR

As far as transfer transactions are concerned, I always manually record my transfer transactions using Reminders or Memorized Payees BEFORE the transfer actually takes place at the banks and their confirmations download.
Each transfer uses a distinct Payee Name (e.g., Savings Transfer to XYZ 1234) so there cannot be any confusion.