Feature Request : Fixed payee when doing account reconsolidation

1

Is it possible to not automatically change the payee to another account?

e.g. if have two accounts, account1 and account. Most of the time spending from shop1 is done with payments from account1. However sometimes I use account2.

Now when I do account reconsolidation on account2 and enter “shop1” it automatically changes the payee to account1 which is annoying and causes often wrong booking. Since I’m doing account reconsilidation for account2, it should be assumed that all transactions are meant for account2.

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Hi @Michiel_Visser

Thanks for your post! Right now, it’s not possible to have Goodbudget not automatically autofill your Envelope and Account with your most commonly used ones when you enter a previously used Payee.

It sounds like you’re saying you’d like Goodbudget to leave the Account alone if you’ve already manually selected one before filling out the Payee field.

If that’s right, I’ve added your thoughts to our tracker for future consideration.

In the future, you can follow these steps for submitting feature requests.

Thanks!
Karisa

3

Thanks for the response. Happy to fill in the right form (somehow couldbt find it earlier easily).

To clarify there are multiple use cases for this request.

  • in general not all expenses are always done with the same account. Sometimes I pay my groceries with my bank account, sometimes with credit card and sometimes even still cash. The automatic linking based of precious usage can be useful for specific payments but not for these kind, it’s actually very annoying as keep on booking wrong (not that I live in Europe and this bank sync is not an option)
  • as I described when consolidation an account it should be expected that all transactions entered are for that account and thus at least then the automatic selection should at minimum be overrideable.
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