You already have a well-established set of categories. ![]() Turning Auto-categorize Transactions off & on Reasons to turn this feature off This will then create a category map so that when the next transaction with the deleted category is imported, it is assigned to the chosen category.įor more details about deleting and merging categories and category mapping, see the following guides: The categories provided by each of our data partners are different. If you want to match a category created by one data partner to a category created by another data partner, you can delete one of the categories and merge this with the category you'd like to keep. The difference between Akahu, Plaid, Salt Edge, and Yodlee created categories Override particular data partner categories.If you’d rather not use auto-categorize for all or some of your transactions, you can: This results in new categories being made for you when new transactions are imported. Why do unwanted categories keep appearing?Īuto-categorize transactions’ is enabled by default when you first add your data connection. Transactions occurring in the United States are categorized more accurately as most of Yodlee's connected banks are in the US. One of the largest factors contributing to the categories created is the country associated with your bank's data connection. Learn more here: Overriding Auto-Categorize What affects the quality of the categorization provided? If you want to use a combination of the categories from the data partner and your own, there are options to override particular Auto-categorize categories. When turning this feature off, consider setting up Category Rules and Filters to categorize future transactions the way that best suits you! Tip If you would prefer the bank feed to no longer create new categories for you automatically, follow the steps outlined here: Turning Auto-categorize off & on This will stop your transactions from being assigned to categories created by the bank feed. However, as you get used to PocketSmith and set up your own categories, you may wish to turn this off. These provide a great starting point for many people! Our data partners provide us with rudimentary categories for each transaction imported from your bank. Learn more about the Auto-categorize Transactions feature, and how to turn it off & on⚡️ When you connect to your bank feeds, Auto-categorize Transactions is enabled by default, however, you can change this at any time. Use our Auto-categorize Transactions feature to help get you started! This feature will generate new category names, and apply these to your bank feed imported transactions.
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