Is there a way to have the transactions automatically assigned categories so that we don’t have to go over the hundreds of transactions and manually assign them categories?
Hi @lovell.mathew, and welcome. If you are new, you do NOT have to categorize all transactions if you don’t want to. You could just start from today, or Sept 1st or whenever you want. I think when I bought Tiller, I went back 1 full month, and then deleted any older transactions. That gave me a baseline to figure out what types of transactions are doable with AutoCat, and which ones would be manual.
You will probably change categories as you do more in the next few months, so don’t get discouraged if you have to do a little filtering and sorting at some point as well.