View, group, and create categorization rules for uncategorised transactions in bulk
Great work! You've successfully categorized all your transactions.
You need to import and process transaction files before you can categorize them.
Before you can categorize transactions, you need to create some categories. Categories help organize your transactions for better insights.
The Uncategorised Transactions page helps you efficiently manage and categorize large numbers of uncategorised transactions by:
Each filter control has two parts:
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.
Use the toggles above each filter field to control how transactions are grouped:
Use the input fields below each toggle to filter which transactions are displayed:
After configuring grouping and filters, review the transaction groups:
When you've identified a group of transactions that should be categorized the same way:
After creating the rule, you'll be asked if you want to apply it:
Continue the process for other groups of uncategorised transactions:
As you categorize transactions, the number of uncategorised transactions will decrease, making it easier to manage the remaining ones.