Main > Help [Updating Categories for Imported Transactions]
User
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support
Administrator
Re:Updating Categories for Imported Transactions
Sure. 1) Click "Import" from the My Transactions page. 2) Choose your file from the links above (QIF,CSV,Yodlee) 3) Browse to your file and click the "Import" button. 4) At this step your results should be showing you a category drop-down to the right of each Transaction.
04/24/2008 12:36:52
Sheronda
User
Re:Updating Categories for Imported Transactions
Explain to me in step-by-step dummy lingo how to do this:
"When you're in the import process you should be able to select a category for each transaction before it gets entered into the system"
04/24/2008 11:04:54
support
Administrator
Re:Updating Categories for Imported Transactions
Yes, there's two ways to quickly enter in your categories for imported transactions. When you're in the import process you should be able to select a category for each transaction before it gets entered into the system. If you've already imported your transactions, click on the settings link in the upper right corner and look for Transaction Categories. If you change this to "Drop-Downs", it should be much quicker to update several categories. As far as saving the category, when a category is entered for a transaction payee, then next time you select that payee from the New Transaction Toolbar, the category will automatically be selected. If you're not seeing this happen, click on the Payees link under My Banking and make sure you don't have Payees with names that are close but different. From this page, you can also select the default category for each Payee so it will get pre-filled the next time you enter a transaction.
04/22/2008 12:17:23
Sheronda
User
Updating Categories for Imported Transactions
I imported four months of statements. It has taken me more than a day to updated each individual category for each transaction imported for one month. With three more months to go to bring me current for this year, could you please tell me how I can update multiple transaction with the same category at one time. This process seems very tedious, it's taking forever to load after each catagory update and I keep getting kicked out and have to log back in. I paid for the service, I am sure it's probably a good tool, but I am still on the fence about whether or not this is the best tool for my situation. This seems to be extremely confusing and verrrrrrrrrrry time consuming. Is there some place on your website that I can find shortcuts for efficiency. Once I've update all of these categoies for each transaction, is there a way that going forward they will automatically be directed to their correct categories for future imports without me having to do it individually for each transaction each time?
