Transaction Categorization and Auto-categorize

Run auto-categorization in Bank Transactions when eligible rows need faster review, resulting in suggested accounting treatment you can confirm before syncing.

Workflow

Setup workflow

Step 1

Open Bookkeeping and choose the right bank accounts

Go to Bookkeeping, filter the table to the connected bank accounts you want to review, and confirm the date range is correct.

Step 2

Select the transactions you want to categorize

Highlight the transactions that are ready for review and eligible for categorization from the current table.

Step 3

Run auto-categorize

Use the auto-categorize action from the toolbar or action menu to generate suggestions for the selected transactions.

Step 4

Review the suggested categorization

Check the proposed ledger account, payee, and related details before deciding whether to keep the suggestions.

Step 5

Continue to sync when the results look right

Once the categorization is correct, move forward with the normal sync or reconciliation workflow.

When to use auto-categorize

Auto-categorize is most useful when the selected transactions are ready for review and do not require unusually specific handling first.

Was this helpful?

Need more help?

Ask for human help about this article and provide any feedback.