set auto-categorisation rules by keyword recognition of bank sync records
I love wallet, but it keeps resetting the categories of records which I have painstakingly changed after each bank sync and my budgets go for a toss! its getting quite out of hand! I t would be good if we can manage our own categorization rules by keyword recognition so we don't have to go through the tedious exercise of recategorizing old entries and autocategorizing new records more accurately!
R. V. commented
Yes this is indeed a problem, although fortunately I don't have it with old records, just new ones. I have a lot of recurring transactions which get categorised wrong. I'd like to be able to set rules to apply to bank sync records which will prob. match with Payee name, amount, and other available info. These rules should be able to apply categories to those records. (and maybe more).
I completely agree. And you have the wait until the payments have cleared on the bank before you can change the category which can take up to 5 days and means my budgets are constantly out!
Josh Antonio commented
Would be super useful!
Ben Pinkerton commented
Agreed! I see this as Sticky Categories - If i re-categorize something, i would like the option to remember that category for that merchant so that all future transactions are put into that category. It needs to be optional though, as sometimes it's a one-off. Keyword categorization would also be awesome.
Agreed. I have a lot of recurring transactions that are categorized wrong, so I need to go through and correct them _each month_.
Setting up a rule, to automatically categorize transaction X into category Y if keyword Z is matched, would be safe a lot of time here!
Petr Michalík commented
It would be great if I could set my own rules according to keyword and/or for transactions so they can be correctly linked to proper category. Automat is not good.
I have the same issue, I must admit I thought I was doing something wrong. Auto categorization based on historical records I would have thought would have been a easy and essential feature.
Michal P commented
Every month I send SAME amount from the SAME account to the another SAME account, and ALWAYS the category is totaly randimized. It really driving me nuts. What's the deal to have a "clever app" if I have to every time to reedit my transactions..
Normand Poirier commented
Must have feature.
We need to be able to configure rules to set category and payee automatically on imported transactions.
Adrian Yeo commented
this should be number one priority on the list. what good is this app if it cannot auto categories information correctly in report after bank sync!
Gordon Bremmer commented
Absolutely! This one is essential.
Marcin Wiśnicki commented
Lack of classification rules is the biggest pain with using this app.
firstname.lastname@example.org empty commented
Agree. I would like to see either option to create categorization rules ("if it says X that it is shopping") or some kind of AI which is based on our past categorization.
My close grocery store is Carrefour and app keeps categorize all my shoping there as "Fuel". Sometime it is true but I am buying beer so often ;-).
Daniel Negrete Infante commented
It would by very useful, because sometimes is inaccurate