How does the TimelyBills app support category mapping for online transactions?

TimelyBills offers a feature called Category Mapping for online transactions, which are automatically synced via a bank connection. Once configured, category mapping helps automate the categorization of future transactions. Here's how it works:

1. Changing Categories for Transactions:

   • Open the transaction details for any online transaction (bank-synced) you want to modify.
   • Click the "Change Category" button.
   • A popup titled "Category Mapping" will appear, allowing you to set category rules for past, current, and future transactions.

2. Category Mapping Options:

   • This Only: Apply the category change to this specific transaction only.
   • This & All Future: Apply the category change to this transaction and all future occurrences.
   • Past, This, & All Future: Apply the category change to all past, current, and future transactions matching the rule.

3. Mapping Rules:
   Category mapping follows a specific order to update transaction categories:

   • Category + Merchant → New Category: If both the category and merchant match a transaction, the category will be updated.
   • Merchant → New Category: If the merchant matches, the category will be updated.
   • Category → New Category: If the category matches, the category will be updated.
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Whenever a new transaction is imported from your bank, the app checks and applies category mapping according to these rules, ensuring consistent categorization.