Create Default Categories from Auto-categorization List
complete
S
Sean
I look at the autocategorization list and the groups and categories there make sense. However, it looks like I have to individually create categories and groups that match those, and then associate each one. It would be great to click a button that says "Create categories that match these", and then be able to click another button that says "Suggest matching categories for these items" or similar.
That would turn a very tedious onboarding process into a few clicks from a great template that I can then tailor to my needs.
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Jen from Lunch Money
complete
This is shipped in the latest release (#218). Thanks for voting!
Jen from Lunch Money
in progress
F
Félix Pelletier
The onboarding experience is a bit tedious without a default set of categories.
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Gary
I am suprised this has not been implemented yet. Every imported transaction is "Uncategorized" by default. Why doesn't LunchMoney use/apply the default categories automatically (best-guess)? The customer can always go back to change/edit the assigned categories later, as needed.
D
Daryl Li
Agreed