Feature Requests
Complete

Autofill category from the payee's last transaction

When you enter a transaction for a payee you've used before, the category field pre-fills with whatever you assigned that payee last time.

It behaves exactly like an Autofill rule: the field is pre-filled in the Add Transaction form.

Details:

  • Looks at the most recent transaction with a matching payee and pre-fills its category.
  • Explicit Autofill rules always take precedence. If a rule matches the payee, the rule wins.
  • Applies to manual entry only, imports are handled by Continuous rules as they are today.
  • Falls back to an empty field when the payee is new or has no category history.
  • Toggle in Settings, on by default.
  • Should have different visual cues then existing autofill rules

1 Comment

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Budgero AdminPinned·about 13 hours ago

This is live in v1.6.1

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