Uncategorised Transactions

Review Your Uncategorised Transactions

When you first open this page, you'll see all your uncategorised transactions grouped by Payee (the default grouping). Groups are sorted by the number of transactions, with the largest groups at the top.

Click on a group header to expand it and see the individual transactions in that group.

Configure Grouping

Use the toggles above each filter field to control how transactions are grouped:

• Group by Payee: Groups transactions from the same payee together (enabled by default)
• Group by Memo: Groups transactions with the same memo text
• Group by Source: Groups transactions from the same source file
• Group by Amount: Groups transactions with the same amount
• Group by Transaction Type: Groups by inbound or outbound transactions

Filter Transactions

Use the input fields below each toggle to filter which transactions are displayed:

• Payee filter: Enter text to show only transactions where the payee contains that text
• Memo filter: Enter text to show only transactions where the memo contains that text
• Source filter: Enter text to show only transactions from sources containing that text
• Amount filter: Enter a specific amount to show only transactions with that exact amount
• Transaction Type filter: Select "Inbound" or "Outbound" to filter by transaction direction

Review Grouped Transactions

After configuring grouping and filters, review the transaction groups:

• Each group shows the grouping criteria and the number of transactions in that group
• Groups are automatically sorted by transaction count (largest first)
• Click a group header to expand it and see all transactions in that group
• Review the transactions to ensure they should all be categorized the same way

Create a Categorization Rule

When you've identified a group of transactions that should be categorized the same way:

1. Click the "Create Rule" button on the group header
2. You'll be taken to the Rules page with the rule conditions pre-populated based on your grouping and filter settings
3. Select the appropriate category for these transactions
4. Review and adjust the rule conditions if needed (payee, memo, source, amount, transaction type)
5. Give your rule a descriptive name
6. Click "Save Rule" to create the rule

Apply the Rule to Transactions

After creating the rule, you'll be asked if you want to apply it:

• If you click "Apply & Return", the rule will be applied to all transactions in the group you created it from, and you'll be returned to this page
• The transactions will be automatically categorized based on the rule
• You'll see the updated list of uncategorised transactions (with the newly categorized ones removed)

Repeat for Other Groups

Continue the process for other groups of uncategorised transactions:

• Adjust your grouping and filters to find the next set of transactions to categorize
• Create rules for each group
• Apply rules as you go, or apply them all at once later

As you categorize transactions, the number of uncategorised transactions will decrease, making it easier to manage the remaining ones.