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Ability switch on / off specific bank tagging rules


#1

Is it possible to have bank auto-tagging available at rule level, rather than globally (i.e. for all rules).

This would provide the necessary granularity so I can test new rules and switch on once i’m satisfied they work correctly (i.e. after a couple of months of transactions)

The current method of a global on/off switch is not practical, as I need to be sure that a newly added rule is tagging correctly before switching on

So the reality is, the auto-tagging feature is never used - despite it having great potential to save time - because i’m too fearful that new rules will corrupt my book -

Even though earlier rules have already been tested, and i’m satisfied they work, I can’t switch them on because I’m adding new rules

thanks

Adam


#2

Hello @Adam_Damree1

It’s not possible at the moment, but we can certainly consider this as a new feature.

We’ll leave this thread open for other users to add their comments and support for this. We will let you know here if anything does change in this area.


#3

Thanks - it would be quite a time-saving feature


#4

I agree this would be a very useful addition.


#5

Hello, has there been any consideration of this feature?

It’s quite frustrating that I’m unable to use auto-tagging, as it’s all or nothing, and I need to test rules before switching to auto

I hope this can be considered/bumped up the queue

Thanks


#6

Hi Adam,

I am going to try and get this into our development plan. I think it will be beneficial for many to be able to switch on/off specific rules.

I’ve created a development ticket and updated this to “Planned” for now. It may be 3-4 weeks before it reaches production (although it also could be sooner).


#7

I’m pleased to say that this feature has been implemented. You can now toggle on/off specific bank tagging rules from the main list.