Can transactions be automatically categorised?

Yes! Since you're a budgeter, you're already someone who plans ahead and likes to be organised. Budget Feeder makes it easy for you to keep your Budget neat and tidy with automatic transaction categorisation.

By default, Budget Feeder syncs the description for each bank transaction to both the payee and memo fields within YNAB. You can then leverage the Payee Categorisation and renaming features within YNAB. Please note that the rules you configure within YNAB are case sensitive. This means that if your transaction description comes through in UPPER CASE, you should set up your matching rules in upper case too.

Please refer to this YNAB help article on how to set it all up. It's well worth the effort!

Automatic Transaction Categorisation
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