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Categories and rules
Sort your spending and automate categorisation.
- Understanding categoriesHow Noryo sorts your spending: the category taxonomy and the automatic categorisation of your transactions.
- Automatic categorisation rulesCreate rules like all payments from this merchant so your choices apply automatically to future transactions.
- Categorize a transactionRecategorize a transaction, add a note and attach a document, then turn your choice into a rule for the future.
- Recategorise in bulk with a ruleSort all of a merchant's payments at once and automate the next ones with a categorisation rule.
- Frequently asked questions: categoriesAutomatic categorization, recategorization, merchant rules, and transactions to classify: your questions about categories.
- FAQ: Rules and RecategorizationCommon questions about category modification and automatic rules.
- Refine a custom categoryCreate and adjust your own categories so your spending matches your reality, not the other way around.
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