It would be useful to be able to re-run tagging rules. Ideally either all rules or a selected set could be re-run over a defined period.
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I do agree this would be useful, there are however a couple of important considerations.
Say if someone adds a very broad rule (perhaps by accident) and the user has 5 years worth of accounting records, not only could this potentially put huge load on our database servers, but it could also corrupt a large chunk of data that would not be easy to recover from.
Without any point-in-time recovery (very difficult in cloud accounting) this would probably end up causing more problems than it solves.
Re-Running should only run against untagged items - if a statement is imported with similar items after the first is tagged and a rule created you should be able to re-run the rules to get it to pick up new ones in this batch
As @Glenn mentions above, even if you run it against untagged items, someone could upload a statement with 500 items and then re-run the tagging rule.
But as with other feature requests, weāre happy to monitor this thread, and if there is an interest from the community weāll take a closer look.
Any updates posted to this thread should be emailed to you.
+1 on this.
Maybe you can run the autotag only on an account and limited by dates.
That would be great so we can setup new tags after we upload the statement.
Can I ask for this too please. Just on untagged items
+1, me too. With defaulted limitations, e.g. untagged, current year
Iād find this useful too please
I would also really appreciate this.
Could there be a way of manually selecting similar transactions in order for the system to ārememberā the search term / rule? That might get around the concern of automatically going back over lots of old data and potentially corrupting it.
I would like to see this options too. It would be useful when importing a batch of older statements to create the rules for going forward instead of just filtering and tagging batches.
Although Iām now set up, this feedback goes back to when I was setting upā¦
Imagine Iāve uploaded a few thousand transactions and Iām now going through them and tagging them. As I go along, Iām also creating tagging rules to make things easy for me in the future.
After creating a tagging rule, what I would really loved to see was something like this:
āThere are another 189 untagged transactions which match this rule. Would you like to auto tag them?ā
Without that, I had to keep searching for the text string myself and bulk tag for every 50 transactions. So what the UX could have done for me there and then, I had to do myself. I might sound spoilt, but the experience is particularly painful when you have to do this again and again for each supplier.
Xero, QuickBooks and (I think) Wave do this, so please consider it as a way of making the first experience even more awesome.
2 Likes
In addition to the above, Iād love to see the same on in the bank tagging rule section.
At the moment, we see this:
Rather than telling me that the rule will only apply to newly created bank entries, it would be great to have it as options:
- Only apply rule to newly created entries
- Apply rule to the following 15 existing entries
After the 2nd option, you can then show the list of entries as you do at the top of that same page:
It seems like all the logic is there to make this happen.
2 Likes
Hi @fambi
Iāve merged your thread into the existing request for this.
Weāll continue to monitor the interest here and will happily take a further look into the feasibility of this if thereās enough interest from the community.
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Yes I would add my support for this. Would be very helpful and speed up tagging.
Thereās a new vote button the top of this thread, please use it and add your vote to this feature
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This is the feature Iāve been looking for!!!
Itās a good job this thread exists (even though itās slightly cryptically named) otherwise Iād still be hunting for this feature. I was sure this would exist.
It was doubly confusing as quickfile had already produced a list of āmatching transactionsā that I wanted it to run against - I just couldnāt find how to do it!
As fambi explained so well - itās the same functionality you get when setting up email rules (for example directing incoming email into different folders) - āwould you like to run your new rule on new emails or also on existing emailsā
Anyway - Iām sure by the time this has been implemented I wonāt be able to benefit from it - but Iām sure other users will in the future 
Voted for!
+1 from me on this as well
Hi @stevetuk
You can add your vote for this feature by clicking the āVoteā button at the top of the thread.
I did that as well but wanted to comment to show support for this.
I have added my vote and can I please ADD.
90% of my tagging on our Charities bank account is members subscriptions. So all I do is asign them to a nominal account āMembers Subscriptionsā.
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If I notice we have someone I have not set up an auto tag before who has paid a subscription there is no way to set up a rule that would apply to all the untagged entries in the account.
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Sometimes when I go to do this I am offered the chance to create a rule and sometimes I am not offered a chance. This seems to be a bug.
. I have spent ages studying the items where rule creations is offered and where not and I cannot fathom why so often I cannot create a rule.
