• Ideas
  • [Suggestion] Save percentages/amounts in sort settings

I receive payments from tons of different clients and have to apply sorting to each and every transaction manually. It’s really cumbersome to change to percentage and enter the amount of percent for the three accounts that the money should be sorted to. Please the possibility to save the sort settings. If possible even add the ability to save different sort settings for different scenarios but being able to save at all would save so much time.

    @New-Orange-Kiwi-598389830#297785 The sorting feature is meant to use for your incoming salary, not for sorting more than one incoming transaction. Nevertheless, more features could improve this feature!

      Thijs changed the title to [Suggestion] Save percentages/amounts in sort settings.

        It would be nice to be able to set custom matching criteria, like bank account of the sender, amount, reference.
        For example you could set the criteria in a way that every transfer with a specific reference no matter the amount or sender gets sorted.

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