Receipt automatic category + account

JoeCMJoeCM Member Posts: 1

Hi everyone,

Is it possible to set certain merchants to automatically go to certain categories?
Also is it possible to make an account your default receipt account?

I'm putting in travel expenses so the bus company will always be travel, cash in hand.

Thanks in advance.



  • CharlotteCharlotte Member Posts: 695 admin

    Hi @JoeCM welcome! Currently, we don't have support for this type of auto-categorization, but appreciate you initiating a discussion. If you have multiple receipts to upload, you can always drag them all to your Upload a receipt button in Wave so that you're quickly able to categorize them in one go, as they're uploaded. Please let us know if you have any other questions.

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