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

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

Select transactions

Choose the For Review rows you want Truewind to categorize before opening the transaction actions menu.

Screenshot showing one transaction row selected in the Bank Transactions table.

Step 3

Open actions

Open the transaction actions menu and choose Auto-categorize to start categorizing the selected rows.

Screenshot showing the transaction actions menu with Auto-categorize available for the selected row.

Step 4

Review the result

After auto-categorize finishes, open a transaction to review the suggested transaction type, payee, and explanation before syncing.

Screenshot showing a categorized transaction opened in the detail panel.

Step 5

Check the payee

Confirm the suggested payee and explanation are correct; edit the transaction detail before saving or syncing if needed.

Screenshot showing the suggested payee and explanation for a categorized transaction.

When to use auto-categorize

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

FAQ

Can Truewind learn client-specific categorization patterns?

Yes. Auto-categorization uses prior reviewed transactions as historical context. Truewind first checks for exact memo matches and can reuse the historical account, payee, and dimensions for the current transaction. If there is no exact match, Truewind searches for similar past transactions and uses those examples, along with the transaction description, amount, chart of accounts, and enabled dimensions, to suggest a categorization.

What does the confidence score mean?

The confidence score is Truewind's estimate of how strongly the transaction matches the suggested categorization. Scores near 1.0 usually mean an exact historical match or an obvious category. Scores from 0.7 to 0.9 usually mean a strong pattern match. Scores below 0.7 are treated as ambiguous and should be reviewed before syncing.

Why do some transactions need manual review?

Manual review is more likely when the memo is vague, the vendor or payee is missing, the transaction has little history, or similar historical transactions point to different accounts or dimensions.

Limitations

Auto-categorize requires selected review rows

The action is available only after you select one or more eligible transactions from For Review.

Troubleshooting

Auto-categorize is unavailable.

Select at least one For Review transaction and make sure the selected rows are not locked or already being processed.

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