Automatic Transaction Categorization
AutoCat gives you complete control of all your auto-categorization rules in Google Sheets and Microsoft Excel.
Save time and keep your transactions organized with AutoCat
In the example below, a rule is created to automatically assign any transactions with the description “Hannaford” to the “Groceries” category. You can decide if you want this rule to run when new transactions enter your spreadsheet, or on a manual trigger.
Make your own rules. Change your mind. Make new ones.
Your rules apply to past transactions as well as new ones that enter your spreadsheet. And if you change your mind in the future, you can easily change your AutoCat rules as well.
Create rules with special conditions for extra control.
For example, make AutoCat file any transactions from the gas station under $10 as “Snacks,” and any above $10 as “Gas.” Your rules can be as simple or advanced as needed.
You must be logged in to post a comment.