Home Money Manager Home Money Manager
Home Money Manager
Tutorials  >  Getting Started

6. Automatically Assign Categories to Transactions

Mortgage Software Previous
Previous
  After the import wizard has created all of your transactions, start assigning categories from the drop-down list. The Auto-Matching tool will do most of the work for you by assigning the same category to similar transactions.   Mortgage Software Next
Next

6. Automatically Assign Categories to Transactions

Mortgage Software Previous
1. Easily Work With Your Loans 2. Find Help in the Software 3. Create a New Workbook and Add an Account 4. Enter a Statement 5. Import Transactions into the Statement 6. Automatically Assign Categories to Transactions 7. Enter the Interest Rate Changes 8. What Next?
Mortgage Software Next