Edit Payee - Match Patterns on Import
Posted: Sun Jul 26, 2026 11:06 pm
I often edit Regex patterns on importing Payee and category data. This greatly helps with import automation - great feature! However, there are times I want to go directly to a Payee and edit a pattern for a given Payee - but, on this I run into a problem: I can edit the pattern just fine, then click OK to save it. But, when I reopen the edited Payee the changes are not saved. What's going on? I see that edits done during import are saved, but not when I go to Payee edit. Please help!
By the way, as a feature request: If "Regex Patterns" (as it is labeled in import screen) is the same as the "Pattern Match" (as it is labeled in the Payee edit screen) then it should be labeled the same. For the non-techies Regex does not communicate as well. Thanks
By the way, as a feature request: If "Regex Patterns" (as it is labeled in import screen) is the same as the "Pattern Match" (as it is labeled in the Payee edit screen) then it should be labeled the same. For the non-techies Regex does not communicate as well. Thanks