Custom category rules

 As a user I would like to add my own category rules.

My scenario is I have an FNB 32 day savings account to which I have configured multiple scheduled transfers for various savings.

Each transfer has a name (i.e. Car licence, car service, holiday trip, fridge...). But they are all categorized as Savings. By creating my own custom rules I could give each savings fund its own category and then create a nice visualization to compare and track my savings funds.

Does that make cents?

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  • Hi there,

    You can create custom categories from the Settings tab and we'll learn your categorisation rules once applied to these transactions based on the transaction name.

    Give it a shot and let us know if this worked.

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