How to save monthly expenses so I don’t have to type them manually each time

Question asked by Lallie Wadham 4 days ago

For example, things like subscriptions or monthly direct debits. Is there a way of setting them up so I don’t have to type them in every month?

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Hi Lallie,

You can automate this by setting up a bank feed and using the import rules feature. The bank import rules feature will allow you to automatically explain transactions with similar descriptions in bulk via the imported statement.

Tommy

Best answer
4 days ago

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