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”
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?
After changing the description, how do I see what the original description was (if I need to get the transaction number for example)
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.