Autoassignment of categories to imported account data

duncan case's Avatar

duncan case

07 Oct, 2017 04:36 PM

Is there a way to have "categories" assigned automatically to import "payees"?

  1. 1 Posted by Henry on 08 Oct, 2017 07:01 PM

    Henry's Avatar

    Hi Duncan,

    Thank you for contacting us.
    If you click on one of the unconfirmed transactions that was not auto categorized do you get any categorize options in the accept dialogue at the bottom of the register?

    Henry
    Infinite Kind Support

  2. System closed this discussion on 07 Jan, 2018 07:10 PM.

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