I am importing from Chase Credit cards. When I look at the data they export as CSV, I see I can get the auto-category they provide, which is sufficient for my purposes and certainly much better than having to do them all by hand. How can I get these catgories to import with Tiller?
Tiller cannot import the Chase categories, however Tiller offers it’s own auto-category feature.
- Add your categories from Chase to the “Categories” sheet.
- Then use “AutoCat” to create a simple rule to automatically categorize a transaction based on the imported description. For example, if a description has “McDonalds” categorize as “Fast Food.”
AutoCat is very powerful and can get you started by suggesting rules based on your transaction history. There is also an “Advanced Rule Builder” to create multiple criteria for an AutoCat rule.