Auto start

Our Auto-start feature simplifies the process of transaction categorization by automatically initiating a categorization job as soon as a user consents and the associated transactions are fetched, or when a transaction refresh happens.

You can control the activation of the Auto-start feature directly through our Customer Portal. Here's how:

1. Navigate to the Customer Portal and log in with your credentials.
2. In the portal, locate the correct app.
3. Look for the Categorization tab.
4. You can enable or disable Auto-start by simply switching the toggle.
5. Please note that changes to the Auto-start setting will only affect jobs initiated after the change was made; it does not affect any ongoing or already scheduled jobs.