I am new to Manager, and I have imported PayPal transactions via CSV. I have several payments and subscriptions for different expense categories that come out each month, but they’re all “Pre-approved payment” as the description. So when I try to create a Bank Rule, it would lump them all into one category. Is there a way to categorise based on Contact, i.e. Dropbox, Shopify, etc? Or do I create a Bank Rule to automatically sort them all into one category and then recode from there?
I have found a work-around by editing the CSV file before importing it to add the Contact info to the Description (“Pre-approved payment-Dropbox International Unlimited Company”) which then allows me to create a Bank Rule for these transactions. that’s certainly manageable in terms of my personal workload by making a macro for it in Excel, and considering how fast it is to use Manager once imported, but I’m just checking I haven’t missed something simpler in Manager! Thanks.