A new feature has been added to the Empower Personal Dashboard which allows for applying changes not just to a single transaction, but to all future and past transactions of that same type.
To get started, you can follow these steps:
- Click on the specific transaction that needs to be changed.
- Edit the Description and Category to as necessary. Tags will not be included in this feature at this time.
- Click Save.
- A window will pop up asking to apply the rule to all future transactions, with an option to also apply the rule to all past transactions.
- If the change should only apply to this transaction, click No.
- If the change should apply to this transaction and future transactions, click Yes.
- If the change should apply to this transaction, future transactions, and past transactions, check the box and click yes.
- It may take a few minutes for the transactions to update to match the new rule.
If you need to make changes, you can overwrite the rule by creating a new one for that transaction.