The Home Loan Interest Manager automatching tool automatically assigns categories to your mortgage transactions.

The Home Loan Interest Manager automatching tool automatically assigns categories to your mortgage transactions.

6. Automatically Assign Categories to Transactions

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  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
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