Pro Users: The FaithFi app can automatically categorize your transactions if you wish. However, there are a couple of caveats. Some retailers use unique codes for each credit card transaction, rather than a standard transaction code for all purchases at that retailer.
When this happens, the app isn't able to distinguish that two transactions should be categorized in the same way. This is a retailer specific instance and not something we are able to change in the FaithFi app. However, since many retailers don't use that logic, you can still auto-categorize the bulk of your transactions if you'd like.
You are able to set your preference for auto-categorization from the app's settings options.
- Go to the "Transactions" tab.
- Choose "Preferences."
- If you want to stop all auto-categorization, you can toggle the "Automatically Categorize" option off at the top of the screen.
- If you want to manually categorize certain transactions, search for the transaction description and choose which one you want to adjust. In the mobile app, swipe the description to the left and click "Manual." In the web app, right click on the transaction and choose "Manual" from the list.
In the Transactions section, you can also see all of the established rules for assigning your transactions and make changes to them if you wish. If you see a transaction description that you would like to assign to a different envelope, simply select the bolded envelope name and choose a different one from the list of options.