How to edit categories assigned to imported credit card transactions

davlang's Avatar


07 May, 2019 03:54 PM

When I import credit card transactions, the are assigned to one of my categories. Many are correct so it appears the system has learned from earlier entries..Some repeated transactions are quite wrong. Is there some list that could be edited to eliminate this repetitive work fixing these errors.

  1. 1 Posted by -Kevin N. on 07 May, 2019 05:47 PM

    -Kevin N.'s Avatar

    Hi davlang,

    It has been my experience that when the proper category is not automatically entered, the proper category is likely offered in the right side confirmation side bar in the 'Similar Payees' section.

    But to answer your question, No. There is no editable list of payee/category correlations.

    -Kevin N. (not a member of MD support)

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