Kualia
Kualia
May 1

Auto-Assign Account

On the web, when you press C for new transaction while pressed on a specific account. It shows the right acount but saves to the defualt account.
CompletedCompleted

May 7, 2026

Done!

Completed
changed status toCompleted·May 7, 2026
Reviewing
changed status toUnder Review·May 3, 2026
May 3, 2026

I just tried it for all of my accounts and it works as expected. Do you have any more reproduction steps or is that it? Any ideas?

May 7, 2026

I figured out that if you select a Payee, it auto assigns an account. Not sure if this is the default functionality but it seems like If I specifically press on an account, the default behavior should be the account not the payee. For example, If i go to a gas station to just pick up snacks vs getting gas, I put snacks on my debit and gas on my credit so it makes it a-little confusing when specifically clicking accounts and it assigns a different one. Thanks!

May 7, 2026

Good point, thanks for finding how to reproduce 🙏