Category mapping
PocketSmith keeps track of any category deletions or name changes you make. This means that any newly imported transactions that have categories from a bank feed or bank file are mapped to the new category (if the name is changed) or are uncategorised (if the category has been deleted).
Example: Change the category name
🎉 Jeffrey decided to change the name of his category called Hobbies. He changed it to Hobbies & fun. Now, any new transaction imported with the Hobbies category via automatic categorisation from the bank feed, or with a category assigned to it in a bank file import, will be assigned to the category Hobbies & fun.
Example: Delete the category
🏠 Jeffrey also decided to delete his category called Household Goods. He wanted to categorise household goods into more specific categories and no longer needs the category Household Goods. Now, any transaction imported with the category Household Goods via automatic categorisation from the bank feed, or with a category assigned to it in a bank file import, will be uncategorised.
Viewing or removing category mapping
- Head to Categories > Category Rules, Saved Searches and Filters
- Select Category mapping from the left menu
- To remove an instance of category mapping, navigate to the category mapping you'd like to remove, then select the three-dot menu > Delete
