Categorize transactions

Categorize transactions in Bank Transactions when individual rows need accounting decisions, resulting in ledger-ready transaction detail.

Workflow

Step 1

Open Bank Transactions

Start in Bookkeeping > Bank Transactions and select the bank accounts you want to review so transaction rows are visible.

Screenshot showing Bank Transactions with all bank accounts selected and transaction rows visible.

Step 2

Open the category picker

Use the category field on the transaction row when you want to update the ledger account directly from the table.

Screenshot showing the chart-of-account picker open from a transaction row.

Step 3

Search for a category

Type part of the account name or number to narrow the list to the ledger account you want to apply.

Screenshot showing the category picker filtered by the search term advertising.

Step 4

Select the category

Choose the matching ledger account so the row reflects the category you want to use for sync.

Screenshot showing a transaction row with the Advertising category selected.

Step 5

Open a transaction

Open the detail panel when you need to review the transaction explanation, payee, category, or dimensions before saving.

Screenshot showing a transaction detail panel opened from Bank Transactions.

Step 6

Review details

Use the Category section to confirm the ledger account, class, department, historical categorization, and AI explanation.

Screenshot showing the transaction detail panel Category section with ledger account, class, department, history, and explanation.

Step 7

Save the transaction

Click Save after confirming the category and supporting details are ready for the transaction.

Screenshot showing the transaction detail panel after Save with a successful update toast.

Helpful review habit

Categorize transactions with the bank account filter and date range already narrowed so the table only shows the work you expect to complete in that session.

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