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I'll show you the easy steps on how to categorize bank downloaded transactions, jc53.
We'll just have to click on the transaction to show more of its details. Let me show you how:
Once we've added or matched the transactions, they're moved to the Reviewed tab and are already shown in our register. You can check out this article that will give us further details on how to handle bank downloaded transactions. Bank rules are also let's us automatically categorize transactions.
I'm always here if you need more help. Keep safe and take care!
I'll show you the easy steps on how to categorize bank downloaded transactions, jc53.
We'll just have to click on the transaction to show more of its details. Let me show you how:
Once we've added or matched the transactions, they're moved to the Reviewed tab and are already shown in our register. You can check out this article that will give us further details on how to handle bank downloaded transactions. Bank rules are also let's us automatically categorize transactions.
I'm always here if you need more help. Keep safe and take care!
Excellent explanation. I would like to know how do you create rules when the transaction has been done using Zelle? Thanks in advance
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