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?
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!
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.
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
We have to collect some data when you use this website so it works and is secure. We'd also like your consent to collect data to study how people use our site. Doing so helps us improve our services and allows us to tailor the marketing you see on our site. Select 'Accept all' to agree or 'Manage consents' to choose which cookies we use. You can change your mind at any time by clicking the 'Manage Cookies' link.
Choose your cookie preferences
Some cookies are needed to make our website work and can't be turned off. But we need your consent to use others that are not essential. You can make your choices below and update them at any time using the 'Manage Cookies' link. To find out more, visit our Cookies Policy.
These cookies are necessary for the site to function. They also help us keep your data safe.
These cookies allow us to enhance your experience and remember your preferences, region or country, language, and accessibility options.
These cookies tell us how customers use our website. We study and organize this data to help us optimise our content and provide you with personalised experiences.
These cookies help us provide you with relevant communications and ads in our products and on other sites.