Fast Tracking: Assign Transaction Budget Item based on Custom Transaction Rules

David Milling

April 29, 2026 01:13

Is it possible to add customization options to better automate Fast Tracking?

Use Case:

• Spouses can make gas purchases for their separate vehicles through their joint account. But prefer to organize gas for their separate vehicles in different categories.
• It would be nice to give Fast Tracking some logical rules to automate & organize more efficiently.

Example:

• If Person A purchases gas at the same or any gas station later in the month it can Fast Track to Person A - Transportation.
• If Person B purchases gas at the same or any gas station later in the month it can Fast Track to Person B - Transportation.

Solution:
The logic in the code could search for last 4 digits of the debit card to differentiate the purchases between each person.

I feel currently Fast Track may do this to some extent, but there are times where it doesn't always do this. So it could be helpful to have a way to force Fast Tracks organization logic when necessary.

1

• 

  Dylan Pendergast

  May 01, 2026 03:29

  This would be a great add, if you could specify the rules that automatically tracked transactions for you. 

  0

Please sign in to leave a comment.