wish: quick create autoassign rule from transaction
Affects | Status | Importance | Assigned to | Milestone | |
---|---|---|---|---|---|
HomeBank |
New
|
Undecided
|
Unassigned |
Bug Description
After I import a csv file from the bank and run autoassign rules, then I go to review the transactions and I discover some of them that could be rules also. Then, I should:
1. Open the transaction.
2. Copy the memo.
3. Close that window.
4. Close the transactions window.
5. Open the autoassign rules window.
6. Hit "+".
7. Paste the memo in the field.
8. Fill all other fields.
9. Close this window.
10. Reopen the transactions window, applying filters or whatever I had before step 3.
11. Select the matching transactions.
12. Click on Tools > Autoassign.
That's a frustrating UX.
I should be able to:
1. Click on the transaction to be autoassigned.
2. Click on some "Create autoassign rule based on this transaction" button.
3. The autoassign creation appears, with a rule just created which contains this transaction's memo, and with other fields filled also as/if possible.
4. I just modify whatever I need there.
5. Save.
6. The rule is autoapplied to the transaction I had selected (there could be a checkbox/dialog for that, but it should default to "Yes", as this is the expected behavior).
The more I do this, the less I'll need to create autoassign rules, and the faster I'll import CSVs next time.
Thanks!