Did you know that CNBudget Central allows you to run all your custom categorization rules at one time in order to automatically assign categories to past transactions?
How: From the ‘CNBudget Central’ tab, go to the ‘Transactions’ menu and choose ‘Custom Categorization Rules’. To apply the rules you created to categorize transactions that are already in CNBudget Central, click the ‘Run All Rules’ link located under the ‘Save Categorization Rule’ button. Categorization rules will not affect transactions that you have manually categorized.
Creating Custom Categorization Rules for Transactions in CNBudget Central
Prioritizing Your Custom Categorization Rules in CNBudget Central
Categorizing 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.