You can customise your default categorisation tool so that when you click any “Categorise transactions” links or buttons from around PocketSmith, such as the Categorise transactions widget on the dashboard, you will be taken to the categorisation tool of your choice.
You can always access the other available categorisation tools from the Categorise tab and change this default option should you wish.
To manage your categorisation tool settings:
- Hover over the profile menu
- Click User preferences from the dropdown
- Select your preference under the Default categorisation tool section
- Click Save and reload
Related guides
You can read more about the different tools for categorising your transactions in PocketSmith here: Categorising transactions: An overview of the different methods.