How can we improve Everwealth?

Ability to Modify Rules at Sort Time

When sorting items, I often find myself changing rules to fit transactions, rather than sorting transactions with new rules. This process is not convenient, as there is no easy way of updating rules from the sort page (I did this using two tabs up at the same time).

It would be nice to be able to modify existing sorting rules at sort time. Similar to how we can create rules from transactions, it would be nice to add the criteria from an existing rule.

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Brandon Vrooman shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Brandon Vrooman commented  ·   ·  Flag as inappropriate

    "...it would be nice to add the criteria from an existing rule."

    Oops, I mean "add the criteria TO an existing rule"

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