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.
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Bookkeeping / Bank Transactions
Transaction Categorization and Auto-categorize
Use the current Bank Transactions workflow to review transaction suggestions and auto-categorize eligible activity.
Workflow
Setup workflow
Step 1
Open Bookkeeping and choose the right bank accounts
Go to Bookkeeping, filter the table to the connected bank accounts you want to review, and confirm the date range is correct.
Step 2
Select the transactions you want to categorize
Highlight the transactions that are ready for review and eligible for categorization from the current table.
Step 3
Run auto-categorize
Use the auto-categorize action from the toolbar or action menu to generate suggestions for the selected transactions.
Step 4
Review the suggested categorization
Check the proposed ledger account, payee, and related details before deciding whether to keep the suggestions.
Step 5
Continue to sync when the results look right
Once the categorization is correct, move forward with the normal sync or reconciliation workflow.
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