Archives Posts
Automated tagging when importing
Importing files from your bank is an easy way for enter lots of transactions at once, but if you wanted to have a more accurate view of where was your money going you had to start tagging all the imported transactions one by one.
But today we’ve added a new feature to help on that process: Automated tagging

Using this new form you can set up as many filters as you want. Each filter consists in a text and a tag, and once you begin the importing process the app scans all description fields and if any of the filters matches then it add the specified tag.
In the above example all imported transactions containing the texts ‘gas station’ or ‘tesco’ would get tagged with ‘car’ and ‘groceries’ as appropriate. The match is performed in a case-insensitive manner (doesn’t distinguish between uppercase and lowercase).

