Fuzzy match for spending rules

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Alex C
Alex C Member
edited March 29 in Managing Your Transactions

Hi - is there a way to edit rule categorization to include "fuzzy match" instead of exact match? For example "Chipotle #2310" should be in the same spending category with "Chipotle" or "Chipotle #4875"?

Thanks!

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  • Alex C
    Alex C Member
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    I found a related feature under Settings —> Payees and Rules, where one can add a "rename rule". I played a bit with obvious ones liek "Costco" or "Starbucks", will see if the updates work with future expenses.

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Rich Text Editor. To edit a paragraph's style, hit tab to get to the paragraph menu. From there you will be able to pick one style. Nothing defaults to paragraph. An inline formatting menu will show up when you select text. Hit tab to get into that menu. Some elements, such as rich link embeds, images, loading indicators, and error messages may get inserted into the editor. You may navigate to these using the arrow keys inside of the editor and delete them with the delete or backspace key.

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