+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.
Could there be a way of manually selecting similar transactions in order for the system to ‘remember’ 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 I’m now set up, this feedback goes back to when I was setting up…
Imagine I’ve uploaded a few thousand transactions and I’m now going through them and tagging them. As I go along, I’m 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:
“There are another 189 untagged transactions which match this rule. Would you like to auto tag them?”
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.
I’ve merged your thread into the existing request for this.
We’ll continue to monitor the interest here and will happily take a further look into the feasibility of this if there’s enough interest from the community.
It’s a good job this thread exists (even though it’s slightly cryptically named) otherwise I’d still be hunting for this feature. I was sure this would exist.
It was doubly confusing as quickfile had already produced a list of ‘matching transactions’ that I wanted it to run against - I just couldn’t find how to do it!
As fambi explained so well - it’s the same functionality you get when setting up email rules (for example directing incoming email into different folders) - ‘would you like to run your new rule on new emails or also on existing emails’
Anyway - I’m sure by the time this has been implemented I won’t be able to benefit from it - but I’m sure other users will in the future Voted for!
90% of my tagging on our Charities bank account is members subscriptions. So all I do is asign them to a nominal account “Members Subscriptions”.
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.
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.
It would definitely be great to have this feature, especially in the beginning when importing old transactions and setting up and testing new tagging rules
I just started using Quickfile today and I’m surprised this feature doesn’t exist. Isn’t that obvious that after creating a new bank tagging rule it would offer to run on the untagged items? Seriously, this should exist since day one. Am I missing something?