Automatically apply category based on rule
I really love the app so far!
Though, some (most) transactions seem to be categorized incorrectly.
This app would truely solve all my struggles if I could modify filters and criteria for automatic categories (eg, if payment name or recipient includes a string)
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Amanda Horne commented
Agree. What is the use of this program if it doesn't remember what you have categorised something as previously?? I mean you say we can set up rules but surely if someone has changed a category for a particular expense then that should be the automatic rule set up. This program doesn't give me any more benefit then me using a spreadsheet. I used getpocketbook before this and 1. it was free and 2. it did this automatically.
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Marco Pinheiro commented
You can do that using the "Automatic Rules" feature no?
https://web.budgetbakers.com/settings/rules