MMEX is a productive tool, I find it immensely useful. Thank you for all the contributors.
I am looking forward for this features:
By analyzing the Notes column, the system can identify similar transactions and suggest them when you enter a payee and category. This automates repetitive tasks, saving you valuable time.
The 'Derive category from payee' setting in Other options works for new transactions, but not when editing existing ones.
Automated Category and Payee
Moderator: Renato
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Automated Category and Payee
Thank you
Dr Suresh PB
Dr Suresh PB
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Re: Automated Category and Payee
In the Payee definition screen, I find ability to assign a default category. Also, find matching possibility including notes. My question is does MMex expect payee column sent or it can find out from the description column itself?
Thank you
Dr Suresh PB
Dr Suresh PB
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Re: Automated Category and Payee
So far, I think we don’t have such intelligent capacity yet.