Import Filters
Moneyspire allows you to setup rules which will automatically
categorize your transactions imported from your bank so that you don't
have to manually do it. To add an import filter rule, click on the Tools->Import Filters menu option and then click the Add button.
Here is an explanation of the available fields to fill in:
Search Text
This is the text to search for in the transaction. For example, this may be a payee name, such as your preferred gas station.
Set category to
This
is the category to set the imported transaction to. For example, if the
search text is your gas station, the category will be Automobile:Fuel.
Set payee to
This
is the payee to set the imported transaction to. For example, if the
search text is your gas station, the payee will simply also be your gas
station. You are asked to set a payee because usually imported
transactions contain a lot of additional text in the payee. This field
allows you to set the "cleaned-up" version of the payee.
Automatically setting up your import filter rules by using the Training feature
In
addition to manually setting up your import filters, you can use the
training feature to automatically go through your existing transactions
and setup your import filter rules based on those transactions. To do
this, click the Train button.