Pro Users: At some point, you may realize that transactions you have assigned before are not auto-categorizing as you'd expect. There are two possible explanations:
- If you assigned the transaction while it was "Pending," the transaction name may have changed once finalized.
- The financial institution or retailer uses unique descriptions for each transaction, making it difficult for the app to determine to which envelope the transaction belongs.
In either instance, if we aren’t sure where to place a transaction we default to you to make the proper selection.