In the future, would it be possible to have the bank rules change the description to a custom description, and maybe add ability to set the column description for line items? Something similar to this? [example]

your suggestion has already been categorized as an idea for future improvements. any update regarding the implementation of the same will be announced on the topic by the developer.

Added to the latest version (22.1.7)

Thank you. This will help out a lot! Would it be possible to also have the bank rules change the “Main” description to a custom description as well? like… if description not blank then description = new description. I use the main description for a summary of the entire transaction (something se…

@Tallen , let me explain why that could be a problem. Suppose you own an apartment building with 10 apartments and receive the same monthly rent from all tenants on the first of every month. But the receipts include amounts for actual rent, a fixed utility assessment, and parking space rental. You ro…

Reading through it again, my example was probably not the best. I would not set bank rules for items like you have described. I think that bank rules should be used more for fixed cost/ fixed category transactions. I would mainly use them for payments. For instance, every month we make a payment t…

[image] Tallen: I think that bank rules should be used more for fixed cost/ fixed category transactions. I would mainly use them for payments. You may think that, and that may be how you use them. But others might use them differently. Fixed receipt content is just as common as fixed payment …

Could you add downloaded bank data to its own “uneditable” description field instead of putting it into the transaction description field?

Bank rules. Can description and column description changes be added?

lubos January 19, 2022, 7:05pm 9

@Tallen the issue you are trying to solve in Receipts and Payments tab is not exclusive to these tabs only. Something similar needs to be done for other tabs too. And that is already in ideas.

Topic		Replies	Views
Expand Bank Rules	8	1775	July 14, 2019
Payments format	15	679	September 7, 2023
Bank Rule - Description not Changing	1	152	April 10, 2024
Customer Statement - invoice descriptions	12	2308	August 9, 2016
Description field - bank account	7	1123	January 21, 2015

Bank rules. Can description and column description changes be added?

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