You can use the Transactions page to quickly categorise transactions one at a time or in bulk. Read on for the steps!
From the toolbar
- Head to the Transactions page
- Select the checkbox beside the transaction(s) you want to categorise
- Select Category from the toolbar and choose a category from the drop down menu or type a new category and click Create category: [category name]
Categorising transactions in bulk
- Head to the Transactions page
- Select the checkbox beside the transactions you want to categorise
- Select Category from the toolbar and choose a category from the drop down menu or type a new category and click Create category: [category name]
Within a transaction card
- Head to the Transactions page
- Select a transaction, then under the category field select a category from the drop down menu or type in a new category and click Create category: [new category name]
- Click Save
Tips
Edit new category pop up
Once a new category has been created, you can edit the settings by clicking on the temporary pop up:
If you'd prefer to do this later, just click Not now. You can always edit your categories from the Categories page (Manage > Categories) instead.
For more detail on editing category settings please see: Editing & deleting categories
Create a category rule
Select the Make this a category rule option to have PocketSmith automatically assign future transactions matching this merchant reference into your chosen category.
You can read more on category rules here: Use category rules to automatically categorise transactions
