According to the help article titled “Transactions Sheet Columns” (sorry, I’m not allowed to share links) there are three “optional automated data columns”: “Merchant Name*”, “Short Description”, and “Category Hint”. I tested these out on a new document (to force transactions to be refreshed) and ran into the following oddities:
- “Merchant Name*” does nothing, but “Merchant Name” does (despite the help article stating “Make sure to include the * in the column header”.
- The “Merchant Name” entries are often wrong (or at the very least inconsistent). Consider the following full descriptions:
- GOOGLE* YouTube Videos yields a “Merchant Name” of “Google”
- GOOGLE *YouTubePremium yields a “Merchant Name” of “Youtube Premium”.
The only difference being the space before the asterisk. Are these entries coming straight from Yodlee or does Tiller do it’s own pre-processing?
Thank you to anyone who can clear these two issues up!