Fuzzy match for spending rules

Options
Alex C
Alex C Member
edited April 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!

Tagged:

Best Answer

  • Alex C
    Alex C Member
    Answer ✓
    Options

    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.

Answers

This discussion has been closed.

Categories