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.
Ask the support agent
Just ask a direct question or search related articles from the Knowledge Base.
Support Center / Bank Transactions / Features
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
Click For Review
Start in Truewind on Bookkeeping > Bank Transactions, then click on FOR REVIEW
Step 2
Clear the row selection
Complete this action so Truewind can classify the selected transactions with the expected payees and dimensions.
Step 3
Clear all selections
Complete this action so Truewind can classify the selected transactions with the expected payees and dimensions.
Step 4
Open the menu
Use the selection menu to launch auto-categorize for the rows you want Truewind to process.
Step 5
Run auto-categorize
Start the categorization run only after the right transactions are selected.
Step 6
Wait for auto-categorize
Let the background action finish before you continue so Truewind can classify the selected transactions with the expected payees and dimensions.
Step 7
Confirm the categorized status
Check for the expected result before moving on so Truewind can classify the selected transactions with the expected payees and dimensions.
Step 8
Review the payee result
Use this checkpoint to verify the current state so Truewind can classify the selected transactions with the expected payees and dimensions.
Was this helpful?
Need more help?
Ask for human help about this article and provide any feedback.