Oct 12, 2023
Related Transaction Rules
You can now create all kinds of transaction categorization rules, not just name rules in Copilot. Previously, we allowed you to apply the same changes made on one transaction to all other transactions of the same category-type, but without confirmation. We now show you all related transactions and allow you to confirm the transaction. This removes the possibility of accidentally changing a large number of transactions in Copilot so that you create the correct rules and automate more of your transaction tracking process going forward.