User-defined rules for categorizing OFX/CSV files
Money Pro obviously tries to set the category of an operation depending on the amount / description as compared to previous operations.
It would be nice to be able for the user to be able to set rules for OFX/CSV import categorization.
For example :
- If description contains X, then Agent is Y
- If amount is < X or description is Y then category is Z
This would help categorizing faster and with a better accuracy.
Please sign in to leave a comment.