Transaction Enrichment
Have you ever wished that your transaction descriptions were more readable, or that your transactions would automatically categorize themselves for you? We have, and Transaction Enrichment will do just that.
With Transaction Enrichment, every transaction that posts to your deposit or credit card accounts will feature simpler, more readable descriptions and will be automatically assigned an appropriate category. For example, a transaction with the description of “MCDONALD’S #2356 PORTLAND, OR 7483275273598” will be simplified to “McDonald’s” and will be automatically assigned the category “Restaurants/Dining”.
You will also be able to set up categorization rules for your transactions, in the event you want a certain transaction to always be assigned to a specific category.