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 item NAME matches the budget category name, 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 CheddarUp (MoneyMinder Store) if the item names match the budget category names it will autofill.