Home Forums Feature Wish List Feature Request: Auto-Assigning Categories

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    • Anonymous
      Post count: 42

      Not sure if this is already possible, but if it is, I couldn’t find it.

      Would love to have the option to turn on an auto-assign feature with categories I have created.  For example, every time the system sees “Five Guys” in my uploaded transactions, it automatically assigns it to the Restaurants category.  Same principle for ATM transactions, etc.


    • Eric Poulin
      Post count: 377

      This feature is on our future feature list.  Its not available currently.
      Stay tuned – we hope to have it available in the next few months.

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