Add support to "automatically" detect Category, Tag, and other relevant fields for future transactions.

I believe this will require a significant amount of work, but since some base work has already been done, it might be beneficial for the service to support such functionality.

Currently, you can manually link transactions by payee, which automatically categorizes them for future transactions. However, this requires manual configuration at least once for each payee to be linked to a category, Account etc…

See screenshot

This can be problematic when you have a large list of payees. (+200). The feature should be able to detect transactions for the same payee and automatically link at least the account, category, tag, and note when a future transaction occurs.

Currently, I’m using a custom CSV file with some automation using Vlookup to link folders, categories, and tags for transactions. It would be ideal if I could simply import the generated transactions without having to create a custom CSV file or perform any manual operations. In this way, the system would already know where to link these transactions.