Is there a way to make Tiller learn on the transactions tab that certain transactions will always be certain categories? For instance, Trader Joes will always be categorized as “Grocery” or Netflix will alway be under “Subscriptions”. I’m trying to find a way that I don’t have to spend time going through and doing the same thing weekly/monthly. If people have suggestions I’d love to hear them!
Tiller has just the tool for you.
Launch the Tiller Money Feeds add-on and you will find the AutoCat feature.
It can review past transactions and use that info to create rules so new transactions are automatically categorized.