Automating transaction categories will not only reduce your data entry workload but it will also make tax time much more organized.
To begin automating transaction categories, you’ll simply need to create and manage categorization rules.
First, click the “Create New Rule” tab found under “Transactions.”
Here, you can customize which transactions this rule will affect depending on financial account, priority, dollar amount, and vendor. Based on these criteria, you can then choose which categories and labels will apply.