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Bookkeeping / Bank Transactions

Categorize Transactions

Review individual transaction details in the current Bank Transactions workflow and assign the right accounting outcome.

Workflow

Setup workflow

Step 1

Open the Bank Transactions table

Go to Bookkeeping and narrow the table to the account and date range you want to review.

Step 2

Open the transaction you want to review

Select the transaction row so the current detail panel or editable transaction state is visible.

Step 3

Update the categorization details

Set the ledger account and any other required details such as payee, memo context, or supported dimensions.

Step 4

Confirm the transaction is ready for the next workflow

Review the updated transaction state and make sure it is ready for syncing, matching, or reconciliation.

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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