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Add setting to configure the auto categorization mode and add additional modes of auto categorization.
Currently Actual will automatically create a rule to categorize a payee, I will call this Automatic Learning. It functions as described under Automatic Learning.
I would like to add the below additional options, configurable in the settings page.
Auto Categorization Mode:
Automatic Learning (default)
User Directed
Always Prompt
Automatic Learning
Actual will automatically create a rule once you have categorized a payee enough times.
Logic
You categorized the latest transaction for that payee.
You have manually categorized that payee to that category 3 or more times
If you categorize a transaction and the payee does not have a rule setting a category. Create a rule and update any other matching uncategorized transactions.
If you re-categorize a transaction with a rule setting another category prompt to update rule. (edit-rule modal)
Always Prompt
Whenever a category is set or changed on a transaction ask for action.
Just this transaction
This and future transactions
This, uncategorized, and future transactions
All matching transactions (re-categorize if required)
Parting thoughts
Please let me know what you think, or if you have another bit of logic to suggest
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Description
Add setting to configure the auto categorization mode and add additional modes of auto categorization.
Currently Actual will automatically create a rule to categorize a payee, I will call this
Automatic Learning
. It functions as described under Automatic Learning.I would like to add the below additional options, configurable in the settings page.
Auto Categorization Mode:
Automatic Learning
(default)User Directed
Always Prompt
Automatic Learning
Actual will automatically create a rule once you have categorized a payee enough times.
Logic
[BUG] Auto categorization rule not created on new transaction or update of transaction #246
User Directed
This option would be my personal preference
Logic
Always Prompt
Whenever a category is set or changed on a transaction ask for action.
Parting thoughts
Please let me know what you think, or if you have another bit of logic to suggest
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