Customization of Auto Categorization Rules

adam_steiner's Avatar


05 Jan, 2022 12:53 AM

Allow for a User to configure how imported transactions are tagged.
Allow them to use the fields in the OFX or QIF file.
When confirming transactions, show the User what rule got applied, and the ability to go update and reapply the rule when it doesn't quite work.
Give them the ability to re-apply rules to some or all unconfirmed transactions.

  1. System closed this discussion on 06 Apr, 2022 01:00 AM.

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