Tagging 'known' transactions
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dataguy
Expensify Customer Posts: 1
in Day to Day
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
Answers
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Ted Harris Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 359 Expensify TeamOptionsHi @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!
