Use this guide to help troubleshoot common issues when installing or using AutoCat. If you're having an issue with AutoCat that is not documented here or the steps don't help use the chat in the lower right corner to write to our team and let us know.
AutoCat Install seems to fail
If you click the Install AutoCat button and this process adds the AutoCat sheet but seems to get stuck "installing" it is likely due to a bug with the add-on trying to add an example rule with an invalid category (e.g. the example rule's category no longer exists in the spreadsheet).
To fix:
Close the sidebar to exit the crashed process
Re-open the sidebar and access the AutoCat rule builder to start building rules or build rules manually in the AutoCat sheet.
After I click "Run AutoCat" the process never finishes
If the AutoCat run process seems to take forever and never complete it has likely crashed. If the run process takes more than about 5 minutes it has definitely crashed. Reach out to our support team via chat if the AutoCat process fails.
AutoCat isn't categorizing or modifying a transaction as expected
If you notice AutoCat not categorizing or modifying transactions as you'd expect check out these tips:
AutoCat doesn't automatically categorize transactions for you based on your previously categorized data unless you have AI Suggest (beta) enabled. If you're not using AI Suggest, you'll need to build rules in the AutoCat sheet in order for AutoCat to apply your categorizations.
AutoCat categorizes transactions in a top down order. If a rule higher in your rules list runs on a transaction first (including rules that don't apply a category) subsequent rules will not be run (e.g. if there is a rule higher in the list that applies a cleaner description but no category and a lower rule that applies a category, the category rule will not run).
Double check that the transaction matches the criteria and that AutoCat should really be categorizing it if it's uncategorized and not matching on another rule.
Check for conflicting or duplicate rules in your list that might interfere with proper rule execution and categorization.
I am missing a category in the AutoCat sheet Category dropdown
Most likely your data validation rule for the dropdown in the Category column on your AutoCat sheet needs to be corrected. Follow the steps in this guide to correct the issue on the AutoCat sheet.
Note the steps reference the Transactions sheet, but the same basic steps will fix the same issue in the AutoCat sheet.
I see a "No rules present in AutoCat sheet" error
After opening the AutoCat sidebar you see a "no rules present in AutoCat sheet" error at the top.
Make sure that your AutoCat sheet header row (the blue one) is in row 1
Make sure the header row has both "Category" and "Description contains" (without the quotes) in the AutoCat sheet - usually this is in cell A1 and B1 - AutoCat won't recognize there are rules without the Category or Description Contains columns
I'm seeing errors in the sidebar after running AutoCat in the Tiller Money Feeds add-on
Your sheet is NOT sorted newest to oldest AND you have a filter turned on for one of the columns that is filtering out an invalid category (i.e. a category that does not exist on your Categories sheet).
To fix:
Select all the data in your sheet and turn off the filter
Sort your sheet from newest to oldest (Z>A) by the Date column
Re-run AutoCat
I see a "Transactions Sheet Required" error
After opening the AutoCat sidebar you see a "Transactions Sheet Required" error.
Make sure you haven't renamed or removed your Transactions sheet
