by , Help & Tips, 1 Comment

Jan 22

Save Time Assigning Transactions with Filter Rules!


by Dustin Davis, Help & Tips, 1 Comment

Jan 22

I created a short (2:30) screen cast on how to create filter rules to save time when assigning new transactions to envelopes. I also talk about how to fix conflicts when you have competing rules and when such a situation could occur. Enjoy!

    • Mhopper

      This was very helpful!