Recategorise in bulk with a rule
Sort all of a merchant's payments at once and automate the next ones with a categorisation rule.
Fixing one transaction at a time is useful for an isolated case. But when a merchant comes back every month, it is better to create a rule: Noryo will then automatically apply the right category to all of its payments, yesterday's as well as tomorrow's. Here is how to do it in a few minutes.
A rule attaches to a merchant. Spot a shop or an organisation whose payments are misfiled or that you want to file under a specific category.
Steps
Open one of the merchant's transactions
In your transaction list, tap or click a payment from the merchant in question to open its detail.
Change the category
Open the category picker and choose the one that fits this merchant.
Create the rule
Accept the suggestion to create a rule for all of this merchant's payments. This is what automates the sorting.
Let Noryo apply the sorting
The chosen category applies to the merchant's existing payments and to all the ones that come later, with no further action from you.
Check the result
Filter your list on the new category or search for the merchant to confirm everything is well sorted.
Create a rule the very first time you fix the category of a recurring merchant. You will never have to resort its payments by hand again.
Refine or undo
A rule stays under your control. If a merchant changes the nature of its spending or if you change your mind, you can edit the associated category or start over. The affected payments are reclassified accordingly.
The rule is not giving the expected result?
Recategorising and creating rules only affects your tracking in Noryo. No information is sent to your bank and no money movement can be triggered.
With a few well-set rules on your usual merchants, your list almost sorts itself and your analyses gain in accuracy.
Everything about how rules work.