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Connection between transactions should consider Payee/DateTime

Budget Flow✨ Small Improvements

Currently, if I do a morning groceries shopping at one place (one Payee), then do an afternoon groceries shopping at another place (another Payee), the transactions are connected, because they belong to the same category and there are no other transactions between them.

But I think this should be changed, because the places are not connected to each other and maybe the reason for shopping are not connected as well. Also the time frame is too big.

I think the proper way to connect transactions should expect every data possible to match: category, place (Location/Payee), time frame (+-30-60 minutes), etc. Time frame could be done configurable.

Posted by aIex ·
Status: Closed1 comment

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Comments1

  • aIex

    •

    Jul 7, 2025

    Here two lower transactions are indeed connected and should stay so. They are from the same place and made at the same time. The third one (upper) should not be connected to these two as it’s completely other place & time.