how to categorize transactions quickly

Anil F Duggirala anilduggirala at fastmail.fm
Thu Aug 25 15:51:00 BST 2022


On Wednesday, August 24, 2022 5:53:23 PM -05 Jack via KMyMoney wrote:
> First, since you import from csv, could you include the category as a
> column in the csv file?

Thanks Jack. If the string in the category column doesn't coincide exactly, 
KMM would probably create a new category with that name right?

> Second, are you aware you can set a default category for each payee?
> Once you do that, any new transaction for that payee will default to
> that category.

Both of these suggestions will be useful for sure,

thanks again,






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