Rule for check "amount" not sticking.
D
Dennis McNamara
Just signed up for Fina and loving the UI so far.
One issue has arisen:
I pay a student loan by check every month. The amount is the same each month. So, I am attempting to create a rule using the "amount"... in this case $1,350.18... and to categorize each transaction that is = to this amount be classified as a "Student Loan."
The rule appears to save but as the system refreshes, it then reverts back to classifying the transaction as "other expense" and does not appear to save the rule.
Shawn Cao
Hi Dennis - we checked the amount equal logic, it seems correct, however, it's possible the system does not behavior correct when comparing fractional numbers.
Do you have a transaction ID that failed to be classified as
student loan
rather than other expense
? we can dig that specific transaction and understand better on the root cause of this issue. To find transaction ID, you can just click Open
on the transaction, it shows in the transaction card, then you can copy/paste the ID.D
Dennis McNamara
Shawn Cao Hi Shawn - thanks for the response. One of the transaction IDs = rvxbjEqnxXSqD1X6pNENsOpv5mkw9RcbxPOBb
Shawn Cao
Dennis McNamara: Hi Dennis, thanks.
I checked this transaction, it's classified as
student loan
in the backend. We also found a bug for amount equality and believe it's related to the issue you saw, the fix is deployed, could you check it again? Hope all is working as expected now.
D
Dennis McNamara
Shawn Cao - appears this issue may be resolved. I'll keep to see if the rule gets applied correctly to future transactions.
Appreciate you looking into this + the quick turnaround!
Shawn Cao
Hi Dennis, glad to see you here, and thanks for reporting this issue.
Let's look at this today, and resolve it soon after investigation.
cc. Xiao Hu