Home›Forums›Feature Wish List›Feature Request: Auto-Assigning Categories
AnonymousNot 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.
Thanks!
Eric PoulinThis feature is on our future feature list. Its not available currently.
Stay tuned – we hope to have it available in the next few months.
Eric Poulin2025-08-26T15:10:29-04:00
Eric Poulin2025-08-26T14:07:06-04:00
Eric Poulin2025-09-24T17:13:19-04:00
The auto-assignment of categories in budgeting software is a feature designed to streamline the categorization of transactions. This feature would automatically recognize recurring expenses and assign them to predefined categories, enhancing user efficiency and accuracy in budgeting.
For instance, if a user frequently purchases from a specific grocery store, the software can learn to categorize these transactions under "Groceries" without manual input. This not only saves time but also helps users maintain a clearer view of their spending habits over time.
Feature requests play a crucial role in the evolution of software, allowing users to voice their needs and suggestions directly to developers. This feedback loop fosters a user-centered approach to product development, ensuring that the software evolves in line with user expectations and requirements.
For example, when a significant number of users request a specific feature, developers can prioritize these requests in their roadmap, leading to enhancements that directly benefit the user base. This collaborative approach can significantly increase user satisfaction and retention.
User feedback is integral to the development process at CalendarBudget, as it helps the team understand the specific needs and challenges faced by users. By actively engaging with user suggestions, the company can tailor its features to better meet the demands of its clientele.
An example of this is the ongoing discussions in the forums where users propose new features like auto-assigning categories. The team's acknowledgment of these requests signals their commitment to continuous improvement and responsiveness to user needs.
As technology advances, budgeting software like CalendarBudget is poised for numerous enhancements that can improve user experience and functionality. Future developments may include more sophisticated algorithms for categorization, integration with AI for predictive budgeting, and enhanced data visualization tools.
These advancements aim to provide users with deeper insights into their financial habits and more personalized budgeting strategies. By staying ahead of trends and user expectations, CalendarBudget can maintain its competitive edge in the financial management software landscape.
