Ability to edit Merchant on individual transactions and rules
under review
Mark Enis
I'm requesting the ability to edit the Merchant of transactions.
See screenshot for example.
This is a payment I make every month regarding my Health Insurance to a company called Liberty Healthshare.
However, as a merchant it shows up as Stripe Healthshar rather than the actual Merchants name.
It would be nice to be able to properly categorize the merchant.
J
Jordan Veres
Thanks Shawn, Clay! I have this need as well, and I imagine many others do too. I would consider this a critical feature request, especially since competing products and services have it as well. It really impacts the accuracy and insights for your reporting. Please consider prioritizing it as soon as you can!
Shawn Cao
Jordan Veres: Thanks for your feedback, note it!
BTW, which competing products do you refer to? I always want to learn more about other "competitors" as well as how people think about them! :)
J
Jordan Veres
Shawn Cao: Ones that immediately come to mind: Monarch Money, CoPilot, and Kubera.
Shawn Cao
under review
Our current rules engine is able to support renaming. However, given current resource, we will take care of it when we have extra hands.
Clay Raterman
Will definitely consider this. That does look super strange. Maybe a way to keep the record the same on the backend but change that visible name. We have plans for more settings on editing and modifying transactions for sure!
Thanks for pointing this out