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C
Coypu
February 15, 2021
Question

Rules wizard

  • February 15, 2021
  • 1 reply
  • 0 views

Before I created my first Rule there was a screen that very usefully grouped transactions that might benefit from having a Rule. That is very useful but I cannot find the same screen since I created my first Rule. How do I get that screen back, as it would help immensely?

1 reply

A
Ashleigh1
Level 14
February 15, 2021

Hello Coypu, 

 

Welcome to the Community page, 

 

Are you referring to the setup wizard type screen that comes up the first time you go onto the banking page? 

 

If you are there is no way of being able to get this back. 

C
CoypuAuthor
February 15, 2021

Hi, I went into the banking page many times before that helpful page disappeared, so the banking page was not the trigger.

Anyway, why hide it once it has shown how useful it can be? There was no warning that it was single use only and its usefulness would continue until there were no transactions without a rule that it was able to group.
A missed opportunity to provide useful functionality, where the development work is already done!

E
EmmaM
Level 10
February 15, 2021

Hello Coypu, we'll certainly pass on your feedback about the usefulness of that tool for rules and the help page that shows pre set up of rules and see if there would be an option in the future to turn that back on as a helpful tool. It is worth adding feedback in the cog>feedback option as well for this.

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