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mike4lej
January 30, 2023
Question

This could go horribly wrong!!!

  • January 30, 2023
  • 1 reply
  • 0 views

Hello! Total newbie here. I’ve recently linked my bank account and I’m currently going through and categorising various transactions. I shop at Tesco each week and also purchase fuel there as well. How do I make sure that if I add one transaction because I know it relates to a fuel purchase for business expenses, that is doesn’t grab every other transaction that appears with the payee name being “Tesco Stores”. Many thanks in advance 

1 reply

G
GeorgiaC
January 30, 2023

Hi mike4lej, thanks for joining the Community - transactions will only be auto-categorised if bank rules are created. If you don't have any rules set up, the transactions will be downloaded without any category assigned - you can then select a category from the drop-down of default categories when reviewing these. 

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