Feature request: automation action for transfers between named accounts
Repeated top-ups from the user's Erste Bank account to the user's Revolut bank account should be recognized as transfers automatically, including cases the generic amount/date matcher misses.
Requested rule shape (illustrative):
WHEN all:
receiving account = Revolut
transaction type = income (optional)
note contains "Top-Up by" # no card digits in the rule or this report
source account = Erste
THEN:
link the matching Erste expense and Revolut income as a transferA review tag does not solve this: the unmatched Revolut deposit still counts as income.
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Comments1
Boros Máté
Sep 29
Also: Setting or transaction automation action that links a transaction to a loan would be useful. Account transaction link to loan