Tagging 'known' transactions

dataguy

Quickbooks has this on reconciliation - importing transactions, I can have it memorize certain vendors as expense, non-expense, etc.

Why can't I tag imports from my credit card to be permanently something - expensable, non-expensible, meals, gas from regular vendors, etc... I don't see where to set/memorize a vendor

Ted Harris

Hi @dataguy - you might want to check out this article on Expense Rules, where you can set specific tags, categories and other coding based on a merchant name!