Feature Request: Automation or Rulesets

First some context: I am currently using Stessa to manage STR Books. I’m following the Profit First methods and I have many transfers and accounts. Some properties are grouped together and use the same sources & destinations for money. I’ve considered doing a single bank account for each property, but it breaks my budgeting method of saving for taxes and such.

I largely use a single CC and a single OPEX Bank account that pays the bills. Each month I receive multiple internet bills / utility bills / etc. It’d be awesome to be able to generate rules for transactions that would be applied to the different transactions.

Example rule:

  • If transaction from Comcast description equals “ABC123” then → Apply to Property B
  • If transaction from Comcast description equals “ABC333” then → Apply to Property C

It won’t catch everything, but some sort of automation/rule sets would go a long way

3 Likes

This feature would be very helpful to me.

This would be a great addition, or just better ML for transactions already categorised