Unmarking transactions as transfer upon category reassignment
Update · 6 Oct, 2023

Improvements have been made to ensure that a transaction doesn’t continue to be marked as a transfer, if that transaction is uncategorised or reassigned to a non-transfer category. This matches the existing behaviour where transactions are marked as a transfer, if assigned to a transfer category. This behaviour won’t occur if the transaction in question already has a matching transfer transaction (of the same date and amount in a different account).

This process will mean that less management of the transfer status of transactions is required, when recategorising transactions that automatic categorisation processes might have gotten wrong.

Want to see more news?