I’d love to hear people’s best practices for making transaction categorization as automated as possible. From my understanding, because Digits requires a transaction to be categorized as an uncategorized expense, income, etc. before it will analyze, has anyone come up with an efficient process for this?
Is it just simply categorizing the transactions that you’re sure about and then all of the ones you’re unsure about just immediately categorizing them to one of your selected accounts to analyze? I’d love it if Digits could analyze and help categorize transactions straight from the bank feed without having to code them first.
Love to hear everyone’s thoughts!
Best practices for transaction categorization
- New Decimal
- 1 reply
Userlevel 5
+3
Looking forward to hearing from other folks as well
One item to clarify is that QuickBooks, unfortunately, does not allow us to get items from the bank feed via the API that’s available.
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