How about adding Transaction Type to Import Rules
I have rules set up and they work fine as far as they go.
However, I have lots of transactions which are transfers from one account to another and for these I have to catch up with them and change the Type to Transfer - and change the Payee - otherwise they do not appear in the account to which the funds are being transferred.
It's hassle as it's easily missed - the money is NOT being spent from account A, but from account B, so it's a big muddle if I don't notice.
This could be simple - add Type to the rules. How about it ?
Transaction Type on imported statement data
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- Posts: 2
- Joined: Tue Jul 22, 2014 6:01 am
Re: Transaction Type on imported statement data
Import Rules do not recognize or support transfers between accounts. That has been requested before. Feature requests need to be submitted through MechCAD Support.