Create RULES for Auto-Transaction Tagging/Categories?

Hello,

I sure wish I could “Create Rules” for Auto Tagging of re-occuring bills under Transactions - auto tagged to the correct property. Is there a way to do this? (Like in quickbooks, I can create rules.) So the next time the Internet or Power bills comes across - I can create a tagging rule. So Spectrum bill gets tagged under “Internet” for the correct property?

Thank you!

10 Likes

Yes this would be a great feature

1 Like

Yes, excellent suggestion.

1 Like

Even a simple substring match would be amazingly useful

1 Like

This would easily cut my time doing maintenance in Stessa in half!!! Thanks for the suggestion.

2 Likes

Yes i would like this too

1 Like

Yes, this feels long over-due.

I would love to have this feature also.

1 Like

Chiming in also to agree here, having the ability to create rules to auto-categorize transactions would be super useful.

Stessa does “try” and learn and categorize transactions. My problem with this is that you can’t edit the rules if they are wrong