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Automations
Simplify your workflows with automation tools to save time and reduce manual tasks.
Setting Automation Workflows
Automation workflows in COUNT can save you valuable time by auto-categorizing similar transactions. With automation rules, you can ensure that COUNT handles transactions consistently based on patterns you define. There are two main ways to create these automation rules: Method 1: Create Rules on the Fly Every time you categorize or update a transaction, COUNT pops up a message offering the option to create an automation rule based on the transaction description. Here’s how: Categorize
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