Today’s Xero Personal release makes it quicker and easier for you to see where your money is going so you know you’re on track.
Your sorting rules now truly reflect the way you shop. You’re able to create rules that contain only part of the payee name. So when you shop at different branches of the same store your transactions still get sorted – without having to be an exact match on your statement.
Your transactions will be sorted automatically based on the rules you create, as well as a few suggestions from us of based on what’s commonly used.
Check out the video to see it in action:
Want to start sorting your transactions? Signup for a free trial of Xero Personal.