Autofilling category during import

To have the category autofill when importing transactions from Merchant accounts, use the following parameters, depending on the merchant service:

  • When importing from PayPal, if the CATEGORY name matches the BUDGET CATEGORY name in MoneyMinder, it will autofill to that category.
  • In Square, if the item detail, itemization category, or name matches the budget category name it will then autofill.
  • In Cheddar Up (MoneyMinder Store), the Cheddar Up CATEGORY name has to exactly match a BUDGET CATEGORY in MoneyMinder in order to for it to autofill

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