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View Full Version : Merchant vs. Description (Ach Draft)


bdwilson
09-07-2007, 04:09 PM
It seems that you can only auto categorize or rename transactions based on the merchant and not on the Description (what you get when you hover over the merchant in transaction view). It would be nice if you could rename/auto categorize things based on the description.

I have lots of things that are categorized as merchant "Ach draft" where the description tells exactly who the merchant is. Sometimes, I transfer money from account to account using Ach, so I can classify things with descriptions of my bank as "Transfers" while also classifying Ach drafts from my gas company as well.

This is a must in order to help classify those troublesome transactions.

Damon
09-07-2007, 05:36 PM
Thanks for the suggestion! Will most certainly pass it along so we can try to work on it.

bdwilson
09-08-2007, 07:26 AM
Also, more issues with the 'Ach Draft' entries. I try auto-categorizing them as "Transfer" so they don't get included in the graphs, but if I update my bank and cc accounts, it moves the 'Ach Draft' entries back to Utiliities. This is even if I check the "autocategorize all Ach Draft as" button.