Categorize a transaction
Recategorize a transaction, add a note and attach a document, then turn your choice into a rule for the future.
Properly organizing a transaction takes a few seconds and keeps your analyses accurate. This guide shows you how to recategorize a transaction, add a note, attach a document, and then create a rule so that your future transactions from the same merchant are automatically classified.
Open your list of transactions, on the web or on the mobile app, and locate the transaction to organize. If needed, use the search by merchant or by amount.
Open the transaction detail
Tap or click the transaction to show its detail.
Change the category
Select the category that fits the expense. The change is taken into account in your analyses immediately.
Add a note
Jot down a useful detail (the context, a participant, a reminder) to find your way later.
Link a document
Attach a receipt, for example an invoice or a ticket, to keep it with the transaction.
Create a rule if needed
If this merchant comes back often, ask for this choice to apply to all of its future payments.
For a regular merchant, create a rule from the first recategorization. You won’t have to revisit it.
Adding a cash expense
A cash or off-bank payment does not appear automatically. Add it manually, then assign it a category like any other transaction to keep your tracking complete.
Changing a transaction’s category does not modify its amount or date. You are simply reclassifying it; your banking data remains intact.
If something goes wrong
The sorting is not going as planned?
To understand the overall logic behind these steps, refer to the article on categories.
The taxonomy and automatic categorisation.