Autofilling category during import
Would you like the Category to autofill during import? If so, please use the following parameters, depending upon the merchant service you’re using:
When you are importing from PayPal, if the item NAME matches a budget category then it will autofill to that category.
In Square if the item detail itemization category or name is the same as a budget category it will then autofill.
And MoneyMinder Store uses CheddarUp item categories.