How do you use Autocat to re-describe already categorized transactions?

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1

I saw Heather’s helpful video on creating Advanced Autocat rules for new uncategorized transactions to describe them more neatly. For example, changing the half dozen variations of Costco #1234 and COSTCO #5678 to just “Costco Wholesale”

  1. How do you do the same thing but for already-categorized transactions? I have hundreds of transactions I want to rename the description on to make it consistent. Do I really have to delete the category on all the already pre-categorized transactions to get Autocat to work on them?
  2. After changing the description, how do I see what the original description was (if I need to get the transaction number for example)
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Hi, jules.

Open the Tiller Money Feeds Extension and click on the :gear: next to Autocat. At the bottom choose “All Transactions”

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Close the settings and run Autocat from the main panel. After the run, you might want to reset the “All Transactions”

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Tailgating on @ramerkw here: If you are retiring a category completely, check out “Rename category” in the Tiller Community Solutions extension. This is a streamlined global-search-and-replace routine, which will keep your other tabs synced with any category change you make on the Transactions tab using this process.

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4

Thank you both, Kevin and Greg! (for both the helpful screenshot and the extension tip)

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