Smarter Expense Categorization
Marvin Diaz Jr.
There are a lot of expenses that I need to categorize manually each month, that have the same or nearly the same statement name and the same amount billed each month.
If we could add some auto-categorize rules or filters that would absolutely allow Hectic/Moxie to take a huge leap forward.
This could be implemented as auto-categorization or merely a "Suggested" category that we can go through and approve.
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Sheila Franzen
Yes, this is so fundamental in any accounting system. The ability to auto categorize based on vendor names or amounts. Please, Please add this.
Geoff Mina
Merged in a post:
Expense Category Management
Todd Harper
Would love to be able to:
a) manage expense categories beyond simply scrolling to the bottom of the list to add a new one - being able to sort, change their names, remove them, etc. would all be greatly appreciated!
b) Exclude some categories from the P&L. For example, I do not consider my Owner's Draws as expenses. They are included in my profit. But the Moxie P&L treats them as an expense.
c) Add subcategories. I like my categories to match the ones found on IRS tax forms, but I like to have subcategories for specific types of purchases (mostly so that I can remember which category different types of expenses are supposed to go in - I can never remember whether staples are an "office expense" or "supplies"). Example: Main Category: Advertising - Subcategory: Social Media Ads
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Megan Hightower Martins
Upvote this for sure!
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Rachel Dew
This would be such a helpful and useful feature especially for repetitive/monthly transactions, Like the Moxie Expense! :)
Connor mooney
Yes! Need to have rules where once you assign a category it auto-categorizes it for all future transactions
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Derrick G
A memorized transaction option like there is in QuickBooks would be great.
Jessica Madrigal
One million percent!