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
I agree a feature like this would be valuable. Similar to setting up a rule in quickbooks, you should be able to set up rules to automatically classify transactions.
This would be excellent. Should be applied to both what property a transaction is classified under and what category this expense is. The way this works in Mint is super-helpful, where whenever you re-categorize a transaction there is an option to make that manual change a permanent rule.
(e.g. “Classify all transactions called ‘Sanitation’ under 123 Main Street in the future”?)
Is there a way to set category rules / auto-categorize? I have payments to my cleaner, who is called Mercedes and her name shows up on the transaction, which makes Stessa automatically set the name / description to Mercedes-Benz and sets the category to Mileage. This is of course, wrong and I’d like to make a change such that I don’t have to manually correct it every time there’s a payment to my cleaner.
Can we have a feature like “Rule based filters” - would like to filter certain strings as search pattern and associate them to some specific category - is it possible
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?
Did you ever find the answer to your question? Someone please help. In Quickbooks we were able to set category rules so that I don’t have to classify the same monthly transaction over and over every month. If I get an internet bill from Spectrum once per month and it’s always the same exact amount, we should be able to set a rule to auto-categorize this.