Is it possible to create a rule for when I register a transaction on any of my accounts with a defined category, the transaction automatically changes its color to a defined highlight color?
Or do I have to always mark the transaction, click the right mouse button and click on "Apply rules to selected transaction"?
Changing the color of transactions
- Angeman
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Re: Changing the color of transactions
Yes you do, this is to avoid having all transactions messed up if a rule is misconfigured.Aguilberto Junior wrote: ↑13 March 2019, 22:22 Or do I have to always mark the transaction, click the right mouse button and click on "Apply rules to selected transaction"?
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Re: Changing the color of transactions
By the way, is there any way to use other colors than are available to mark a transaction?
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- Posts: 145
- Joined: 08 March 2016, 19:07
Re: Changing the color of transactions
Hi Cyril!
I have created a rule as follows so that when I include an uncategorized transaction, it will be colored yellow.
Conditions:
All of the following is true
Transaction being created (checked)
[Splits] The category is None
Actions:
Set highlight color to "Yellow Color"
But when I create a new transaction with no category, it doesn't turn yellow. Why does this happen, even with the "Transaction being created" option checked?
By the way, how should I make sure that this rule isn't used for transfer transactions between accounts, since they don't have a category?
Thanks in advance.
I have created a rule as follows so that when I include an uncategorized transaction, it will be colored yellow.
Conditions:
All of the following is true
Transaction being created (checked)
[Splits] The category is None
Actions:
Set highlight color to "Yellow Color"
But when I create a new transaction with no category, it doesn't turn yellow. Why does this happen, even with the "Transaction being created" option checked?
By the way, how should I make sure that this rule isn't used for transfer transactions between accounts, since they don't have a category?
Thanks in advance.
- Angeman
- Administrateur
- Posts: 2309
- Joined: 28 December 2008, 21:28
- Location: Toulouse, France
- Contact:
Re: Changing the color of transactions
You have to apply rules with the menu item or cmd + R, it's not fully automatic to avoid problems.Aguilberto Junior wrote: ↑04 May 2024, 14:52 But when I create a new transaction with no category, it doesn't turn yellow. Why does this happen, even with the "Transaction being created" option checked?
You can add the "[Splits] The linked account is none" condition to your rule.Aguilberto Junior wrote: ↑04 May 2024, 14:52 By the way, how should I make sure that this rule isn't used for transfer transactions between accounts, since they don't have a category?