MMEX Discussion Forum

Hello,

I have searched the documentation and forums briefly, but am having trouble finding more info if you can please help me:

1. How do I setup rules to automatically categorize new transactions (from csv import or ideally also existing transactions that are not categorized yet) based on keyword rules? E.g., payee = "starbucks" then category = coffee shops.

2. Is there a keyboard shortcut to edit the category of a highlighted transaction?

3. Is there a single click or at least faster way to edit the category of a given transaction like vs double clicking to open edit, then click transaction?

Thanks!

1) You may find more information here: https://github.com/moneymanagerex/money ... desc%20csv

2+3) You probably want to edit multiple transactions. To do this, you can select these transactions and use Edit to change values such as the category.