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Online Banking Tip of the Day: Prioritizing Your Custom Categorization Rules in CNBudget Central

May 6, 2013

Did you know that setting the priority of your custom categorization rules helps CNBudget Central know which rule is more important to use when a transaction meets the criteria of multiple rules?
How:  From the ‘CNBudget Central’ tab, go to the ‘Transactions’ menu and choose ‘Custom Categorization Rules’.  Rules you have created are listed from highest to lowest priority.  To adjust the priority of a rule, go to the ‘Set Priority’ column for that rule and select the up or down arrow to adjust the priority accordingly.

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

Additional information about CNBudget Central

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Online Banking Tip of the Day