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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 transfer

A 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