Automatically assign bank transactions to selected workspace

Automatically assign bank transactions to a selected workspace as they appear.

Automatic assignment based on:
- Vendor
- Tax-deductible or not

Ideally, app should identify whether an expense is tax-deductible or not, then assign it to a selected workspace (i.e., business workspace) and a different workspace (i.e., personal workspace) if it isn't.

Upvoters
Status

In Review

Board

🚀 Feature Request

Date

Almost 4 years ago

Author

Hung Nguyen

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