BudgetSheet v2.4.0 - User Category Match Patterns
BudgetSheet now has user-specified category match patterns. The next time you open BudgetSheet and run an operation, your BSA_Categories sheet will get a new column named MatchPatterns.
User-Specified Transaction Category Matching
The MatchPatterns column is a simple comma-delimited list of Business names to match against for any incoming transactions. This means that any new transactions that are fetched and appended to the BSA_Transactions spreadsheet will have the Category column set to equal any matching or partially matching name from the new MatchPatterns column in the BSA_Categories sheet. This new change allows convenient and full user control over automatically categorizing all new transactions going forward.
Note that this only applies to new transactions going forward and will not re-categorize, change, or update any existing or past transactions in your BSA_Transactions sheet.
- Vance L