I want to link refund or reimbursement transactions, so my insights are more accurate. If I get repaid by a person or merchant for a transaction that I had initially paid for, this should (partially) cancel out the original spending.

Examples are:
- Getting reimbursed by friends/family (e.g. restaurant, shopping for someone else)
- Getting a refund from a company (e.g. Zalando return, Coolblue)
- Getting a cashback on a pruchase (e.g. at a store, Cake cashbacks)
- Having a temporary charge on a card (e.g. Just-Eat, hotels, flights)

A €100 purchase with a €50 refund would be cancelled out to a €50 spending in insights. The category, merchant, place should be the same for the linked transactions.

I want to mark internal transfers when Cake does not detect them, so my insights are more accurate.

Note: by adding all your bank accounts to Cake, we can automatically detect transfers. Adding your savings account will store the IBAN (until banks give full access to those accounts). Alternatively, you can categorise a transaction as 'regular savings', which will also exclude it from the spending/income insights.

If banks do not provide the correct data (e.g. no IBAN to detect), transfers can still show up in spending/income. As a user, I would want to correct the data of a transfer when the account information is missing.

I would like to be able to enrich transactions based on (parts of) the description. This will help me recognise and assign the right categories to specific recurring payments.

For example: a transfer with the same or very similar description ( e.g. 'Pol.73187309 01/09/2021-30/09/2021 WONINGPOLIS'). Although the date in the description and amount always vary slightly, the transactions are related.

Now it only shows 'add all transactions from KBC to this category'. But because KBC is the name of my banking/insurance company, not every transaction should have the same category.

Perhaps we could have a feature like 'add all transactions with ..... < text/words/number > to a category' ?

Additionally, it would then be possible to categorise a (manual) recurring transaction (that means it is not always paid on the exact same day every month and/or the amount changes but the description is mostly the same).

I would like to undo (remove) “apply to similar transactions” feedback. If I accidentally apply a vendor to similar transactions, I currently can't undo this action.

Example: PayPal is a vendor for many transactions. Of course, there is another real vendor like “coolblue” behind the transaction. I accidentally chose coolblue as default for ALL similar transactions.

The only way to make it undone is by changing it back to PayPal, but then ALL
SIMILAR transactions are changed to PayPal.

Even after manually overwriting vendors again (on transaction level), it’s overwritten by the similarity rule. This means that once the mistake is made, vendor categorization will be wrong and cannot be corrected.

For transactions like PayPal , the error gets quite sizeable.