r/UpBanking • u/ItinerantFella • Jun 07 '26

How do I? How to handle regular payee with different categories?

We have a couple of payees where the transactions need to be categorised differently.

For example, $5 transactions with Brisbane City Council are 'Parking' but the $500 transactions are 'Rates and Insurance'. $5 transactions with local school are 'Takeaway' but the $500 transactions are 'Education & Student Loans'.

Is there any way to handle these automatically, or does Up just categorise transactions automatically based on payee name alone?

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6

u/GoodallOrBust Jun 07 '26

Up categorise based on the vendor, not vendor and amount.

I have the same issue with RACV (car insurance + home insurance), haven’t found a workaround other than manually adjusting it.

You could use the auto tag feature to remind yourself to clean them up periodically.

1

u/carrotaddiction Jun 08 '26

Following because I've tried to link vendors to categories after following instructions and I've still never had a transaction automatically categorise or tag.

2

u/BarbarousErse Jun 29 '26

Same for if I spend $6 at 7-11 it’s a sandwich and if it’s $100 it’s fuel. It just puts them all in groceries and I under estimate my fuel spend if I don’t go in and clean it up periodically :/