Comments on: Import Transactions to Get Back on Track https://goodbudget.com/blog/2013/03/import-transactions-to-get-back-on-track/ Budget well. Live life. Do good. Mon, 16 Oct 2023 19:04:09 +0000 hourly 1 https://wordpress.org/?v=6.2 By: Steve https://goodbudget.com/blog/2013/03/import-transactions-to-get-back-on-track/comment-page-1/#comment-332 Wed, 29 Oct 2014 17:16:51 +0000 https://www.goodbudget.com/?p=4524#comment-332 In reply to E.

Hi E, I would create scheduled transactions that do what you want. Then when you import they’ll match automatically.

]]> By: E https://goodbudget.com/blog/2013/03/import-transactions-to-get-back-on-track/comment-page-1/#comment-331 Wed, 29 Oct 2014 02:05:19 +0000 https://www.goodbudget.com/?p=4524#comment-331 It would be helpful if, like some of the other budgeting applications, you can set rules auto assign transactions to a particular envelope, e.g., I tend to bulk import periodically for certain accounts that have mostly automated activity (auto billpay, transfers, direct deposit, etc.). It’s tedious to have to repeatedly assign the same transaction (just different dates) to the same envelope. It’d be great if I could just set a rule that a transaction from a particular source or of a particular amount automatically gets assigned to a particular envelope. Thanks for considering!

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