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?
Comments
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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