Tracking regular multiple transactions from the same company differently

The best example I can think of is payments through Apple for various Apps or Subscriptions. Tags and Categories don’t seem to be smart e.g. if I manually update a certain transaction to a specific category and tag it then the next payment to Apple also gets assigned that category and tag.

Am I doing something wrong or is this a smart rule feature request for Tags and Categories?

This is the feature request and it’s something we have been thinking for a while; we originally implemented learning as a “smart feature”, but we have also realised killing the learning and giving everyone the option to set smart rules for edits could be a better way to do this.

Learning would be great as a default but then once a manual edit is done it’s disabled for future transactions for that company. Most of the time it’s fine but for companies like Apple & Amazon where your transactions could be for different categories it doesn’t work so well. I am thinking this would be even more important once subcategories are available.

Does the feature request already exist or will this be turned into one? Can I track it anywhere?

Thanks for the response!

As of today, the way it works is that we look at the merchant and pick the category based on the majority of edits; so if Amazon has been categorised for Groceries for more than 60%, any future transaction will be in Groceries.

We don’t have a live tracker for this; but we are taking a look at categorisation and we’ll be shipping a few changes in the coming days.