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Replying to:
Budget Friendly Bookkeeping
Level 5

Sort or Filter Rules by Account

I understand in the creation of a Rule there's a choice of what Account it belongs to.  This is not my question.  When I select Banking and choose a Bank or Credit Card, I would like to see only those Rules that apply to that account when I click on the Rules tab.  Perhaps I'm simply not seeing this option  I haven't looked in the Desktop version yet, but I'll lay odds that it's available since desktop usually has better functionality over online.

 

My reasoning for this request is that this client has hundreds and hundreds of rules.  I need to be able to see only those rules that apply to each Bank or Credit Card.  I'll even settle for a report for Rules that I can sort by Account...

 

As always, I thank you in advance for helping with this understanding.

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