How are categories identified by StatementReader?

Categories can be identified as receipts, payments or both that contain user defined keywords (either as a whole or part of a word); the transactions matching this rule and the specified keywords can be displayed in a separate tab. If the keywords for more than one category are found in a single transaction narrative, then the order of priority from the ‘Categories’ are of the options window will be applied.

identify transaction categories

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Frequently Asked Questions, by phone

I have a warning message When does it happen? Can you send a screenshot to us? Also, if you can, please email the PDF input document to us (or upload it using the 'File' menu within StatementReader) a