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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.
Connect your Bank 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.
Add MoneyMinder Store as low as 0.4% /transaction*
Join It is a membership management service that helps businesses and nonprofits effectively sell, track, and grow their membership.
Connect your Square 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 Paypal 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.