Beta
The Categorise by Merchant page is only currently available to those who have opted into the beta features.
If you aren't currently in the beta program, this guide shows how you can join: Becoming a beta tester in PocketSmith
The Categorise by Merchant page
Head to Categorise > Categorise by Merchant
This page will show you all currently uncategorised transactions.
Transactions with the same merchant name will be grouped to easily categorise in one go. You can click on the number showing next to the transactions to see the individual transactions.
How to categorise transactions on the Categorise by merchant page
- Select the merchant name
- Select the category
- Click Categorise
Example
The 3 transactions from Woolworths with the same merchant keywords can be easily categorised into my Groceries 🛒 category.
Tip
The Make this a category rule option means PocketSmith automatically assigns future transactions that match this merchant reference to your chosen category.
Learn more about category rules in this guide: Category rules: An overview guide
Adding new categories from the Categorise by Merchant page
- Head to the Categorise by Merchant page (Categorise > Categorise by Merchant)
- You can either type in a new category down the bottom of the categories column and click + Category
- Or type a new category in the Search categories bar and click Create [new category name]
