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Automatic Categorization of Imported Transactions

6/15/2012 in ClearCheckbook Updates
Automatic Transaction Categorization
We just released a new feature for the Import tool that gives you the option to have us automatically categorize your imported transactions. This tool uses both your past transaction history plus any additional associations you want to manually add.

This new feature will help speed up the importing process by saving you the time of having to manually categorize your common transactions. You can access the automatic categorization management page by clicking on Settings at the top right side of the page, then click on Auto-Categorized Imported Transactions.

If you have any feedback or suggestions for future updates to the tool, please let us know!

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