Your transactions are categorized using the latest AI and machine learning technology to make managing your transactions and budget as simple and easy as possible.
Hi Jason, does this AI categorization works only for synched bank accounts?
I try to overcome the connection issue with multiple Canadian banks using the file import, but all transactions ended up Uncategorized.
To a test purpose I let the file have an overlap of transactions with those from the bank connection that worked in the past, and the bank connection had the categories right on the spot.
Jason Russell
•
Apr 16, 2024
Hi Roger , it looks like we had an issue where the AI categorization was disabled for file imports. It should be enabled now for any future imports. Apologies for the trouble.
Roger
•
Apr 16, 2024
Jason Russell Thanks for the quick solution, just tested it and it is working wonders!
Log in to comment and vote
Comments5
Roger
Apr 15, 2024
Hi Jason, does this AI categorization works only for synched bank accounts?
I try to overcome the connection issue with multiple Canadian banks using the file import, but all transactions ended up Uncategorized.
To a test purpose I let the file have an overlap of transactions with those from the bank connection that worked in the past, and the bank connection had the categories right on the spot.
Jason Russell
Apr 16, 2024
Hi Roger , it looks like we had an issue where the AI categorization was disabled for file imports. It should be enabled now for any future imports. Apologies for the trouble.
Roger
Apr 16, 2024
Jason Russell Thanks for the quick solution, just tested it and it is working wonders!
Jason Russell
Apr 16, 2024
Roger: glad to hear, thanks for letting me know!
Jul 28, 2023