Remembering category changes for new transactions

Remembering category changes for new transactions
Update · 22 Jun, 2018

Previously when you renamed or deleted a category, it would show up again if that old category was imported with a transaction from a bank feed or a bank file. Not great!

Now, PocketSmith remembers when you’ve deleted a category or changed its name, and makes sure that imported transactions are either assigned to the renamed category or are uncategorised if you deleted the category. So - if you rename “Online Services” to “Internet”, all imported transactions with the category “Online Services” would be correctly categorised to “Internet”.