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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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Connect your Venmo account to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.