I was going to request something like this if it didn't already exist.
I use a category structure of WHY:WHAT. So, for example, The what of 'travel' could appear under several different 'why' categories. This structure lets me easily see what caused me to spend money.
Unfortunately, it's not a structure that makes it easy to use the assignments, which have a built in assumption that the same memo or payee must mean the money gets assigned to the same category.
Adding more flexibility in the selection criteria would, hopefully, make it possible for me to use assignments more fully. Unfortunately, I'd need day of the week, payee, and probably some other items.
I have a feeling this might be too big a change for what might be something a minority of people might do, but I thought it would be useful to mention how I'm using Homebank to add another use case to this request.
I'm happy to put a bit more thought into what I'd need if it would be helpful.
I was going to request something like this if it didn't already exist.
I use a category structure of WHY:WHAT. So, for example, The what of 'travel' could appear under several different 'why' categories. This structure lets me easily see what caused me to spend money.
Unfortunately, it's not a structure that makes it easy to use the assignments, which have a built in assumption that the same memo or payee must mean the money gets assigned to the same category.
Adding more flexibility in the selection criteria would, hopefully, make it possible for me to use assignments more fully. Unfortunately, I'd need day of the week, payee, and probably some other items.
I have a feeling this might be too big a change for what might be something a minority of people might do, but I thought it would be useful to mention how I'm using Homebank to add another use case to this request.
I'm happy to put a bit more thought into what I'd need if it would be helpful.