Did you know you can manage and simplify your list of custom categorization rules in CNBudget Central by deleting any that are unnecessary or erroneous?
How: From the ‘CNBudget Central’ tab, go to the ‘Transactions’ menu and choose ‘Custom Categorization Rules’. Locate the rule you want to remove, go to the ‘Actions’ column and press ‘delete’.
Creating Custom Categorization Rules for Transactions in CNBudget Central
Prioritizing Your Custom Categorization Rules in CNBudget Central
Run Custom Categorization Rules on Past Transactions in CNBudget Central
Setting a Default Transaction Category for an Account in CNBudget Central
Additional information about CNBudget Central
If you have additional questions, please call our Customer Call Center at (585)394-4260 ext. 0 or fill out a contact us form.