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
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This is live in v1.6.1