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Online Banking Tip of the Day: Creating Custom Categorization Rules for Transactions in CNBudget Central

May 3, 2013

Did you know that creating custom categorization rules helps CNBudget Central assign the categories you want when specific transactions occur?
How:  From the ‘CNBudget Central’ tab, go to the ‘Transactions’ menu and choose ‘Custom Categorization Rules’.  Enter the criteria for the rule you are creating, select how to ‘Categorize Transaction’ and press ‘Save Categorization Rule’.

Related Tips:
Categorizing Transactions in CNBudget Central
Setting a Default Transaction Category for an Account in CNBudget Central

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Online Banking Tip of the Day