Can AutoCat Change Transaction Description?

Has someone created a tool that makes it easy to change the fields in the “description” column from the imported values (which are always messy) to a consistent naming convention? I would love to have all of my payees have consistent names

Sean

I use AutoCat to do that, works beautifully.

I use AutoCat to change the category of the transaction, can it also be used to change the description of the transaction as well?

Yup, even in the same rule! Just create a ‘Description’ column which is where you put what you want it to say, and a ‘Description Contains’ column which is where you put what to look for. I have rules that set the category, fix the description, and add tags all at once. Here’s some pointers: AutoCat for Google Sheets | Tiller Help Center (tillerhq.com)

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