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kathryn064
February 3, 2024
Question

How can I opt out of the 2/2024 update to banking where categories are suggested

  • February 3, 2024
  • 1 reply
  • 0 views
Our non-profit has several categories for purchases made at a single place. For instance everything something is charged at Menards they suggest a single category for each transaction when there are truly 15 to choose from and i need to change every single one to get to the correct category

1 reply

AlverMarkT
AlverMarkT
February 3, 2024

Hi there, @kathryn064. I'm here to help. 

 

To opt out of the suggested category of the 2/2024 update to banking, you'll want to turn off the Enable suggested categorization option. You can follow these steps:

 

  1. Go to your banking page.
  2. Click on the small gear icon.
  3. Scroll down and uncheck Enable suggested categorization.
  4. Press F5 or refresh the banking page. 

 

After this, you can split the purchase transaction into several categories and proceed with the reconciliation process. Let me add these guides to help you in your reconciliation: 

 

 

Feel free to reply below if a suggested category for the purchase transaction on your banking page still appears. We're committed to offering ongoing support. Take care.

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