Unmarking transactions as transfer upon category reassignment

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.