Ability to Link Payees (not merge)

I use the iOS Wallet integration and populate the Merchant info into the Payee field. The challenge is that merchants often use different names at different stores, for example “Woolworths Belmont” and “Woolworths Subiaco”. In this case I would want to link both these Payees to “Woolworths” but not merge them.

Merging won’t work because iOS Shortcut integration will only populate the Payee info if the Payee exists, so if I merged and “Woolworths Subiaco” becomes “Woolworths”, next time I shop at “Woolworths Subiaco” that transactions Payee info will be blank (as Woolworths Subiaco is no longer an existing Payee).

Would also love it if the iOS Shortcut integration, the fields can ‘create’ records. For example, if the Merchant is “Woolworths Cannington” and that Payee does not exist, it would be great for that to be created.

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Budget Flow

Tags

✨ Small Improvements

Date

5 months ago

Author

Wesso

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