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.

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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