text: Hi - I am having trouble with the Autocat feature. I can get it to auto assign categories, which is its main function, but cannot get it to update descriptions based on some value in that field. Should I expect this to work?
  In the below example I would expect the description to be updated to eTrade.
  Yeah, that should work, assuming the Category is blank when you run AutoCat and that there isn’t another AutoCat rule higher in the list getting used first (rules run top down, first matching rule wins).
  Ah, I did not realize the category had to be blank. I was hoping to create some rules to clean up payees even where the categories were already assigned, especially as some of the community dashboard features now make use of payees.
  In the AutoCat Settings, it can be changed to run on All Transactions, but typically the everyday use is to only run on Uncategorized Transactions.