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Paypal Filtering

scotthaigh
by scotthaigh  |  15 September 2010  |  Comments 6 comments  |  Love Love  0 loves

Is there a way to filter Paypal transactions more simply?

I'll give you an example, I use Paypal alot for ebay transactions, and it is linked to my credit card. So, my card statement shows a transaction like 'Paypal: Luxury PC Spares' and the transaction amount. Next one may say 'Paypal: Ipad distribution company' and a transaction amount. 

I want the word 'Paypal' to be used to add all those transactions to one category. As it is each one is added to the Travel Insurance Category. 

is there a simple way to do it?

Thanks.

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Comments (6)

  • lovelindstrom
    Love rating 41
    lovelindstrom posted

    Hi scotthaigh

    At the moment, I'm afraid you cannot create new categories on online banking. It's a great idea though and something which we will definitely consider!

    Posted on 15 September 2010 | Love Love  0 loves Report
  • scotthaigh
    Love rating 2
    scotthaigh posted

    Ok, thankyou.

    I guess the more complicated you make it, the less appealing it could become - at the moment I think it does great job of making finances simple, and I like it that way.

    I've spent less than 2 hours finding my way around and so far I really like your system, so much common sense.

    Scott Haigh

    Posted on 15 September 2010 | Love Love  0 loves Report
  • lovelindstrom
    Love rating 41
    lovelindstrom posted

    Wonderful, glad that you enjoy it! Any requests or feedback, do let us know.

    Posted on 15 September 2010 | Love Love  0 loves Report
  • GreggBond
    Love rating 0
    GreggBond posted

    I to would love paypal to either be its own category or at least end up as uncategorised.

    Posted on 04 July 2011 | Love Love  0 loves Report
  • MandyL
    Love rating 36
    MandyL posted

    Hi GreggBond,

    We are looking at developing a way for users to manually add categories instead of using the pre set, I have noted the request for Paypal to be its own category too.

    Regards,

    Mandy

    Posted on 05 July 2011 | Love Love  0 loves Report
  • dansumption
    Love rating 0
    dansumption posted

    I would love the ability just to set Paypal payments as "uncategorised". Every time I make a Paypal payment, I do this (and set it to apply to all similar descriptions), and yet each time there is another payment taken via Paypal it ends up listed in my transactions as "Travel Insurance". I can't even understand why *anyone* would ever decide to file Paypal payments under such an irrelevant category.

    In the long-term, it would be great if Paypal could be added to the system as an additional login (like a bank account or credit card), so that I could then categorise each individual Paypal payment within that system.

    But in the short-term, I just want some way of stopping them from all ending up as "Travel insurance"

    Posted on 16 February 2012 | Love Love  0 loves Report

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