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.
  • MoneyMinder Store uses CheddarUp item categories.
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