Update a filter or rule when a category is renamed
Filters that apply a category to a transaction are not linked to the category itself, but to the name of the category.
This means that if I rename a category, all rules that applies the old category will not be updated to the new one.
I would like this to change. As time goes by I'm accumulating many filters. As a user I would like to be able to rename my categories in full freedom without worrying about the new names not propagating to the relevant filters.
Showing transactions where the merchant name includes "Waitrose".
Assign category "Groceries".
If I rename the category "Groceries" into "Food", I'd like the rule to be updated accordingly. Alternatively, I'd like to see a list of affected rules that became invalid after the renaming.
This problem has now been resolved with the updates to Category Rules released a few weeks ago.
Now, all filters and category rules will correctly refer to the updated category, after a category has been renamed.
+1, linking based on name is not ideal. I have to update 10's of rules when I change category names, not cool
Absolutely. This is a necessity.
Sridhar Dhanapalan commented
+1 to this. This is how Gmail works - if I update a label, all filters that use that label are automatically updated. It makes it much easier to maintain filter lists, especially as they grow.