Use the Categorise tab to quickly access pages related to categories and categorising transactions in PocketSmith in one handy place.
Pages found in the Categorise tab
Below are the pages you can access from the Categorise tab.
Categorise with AI
The fastest way to categorise your existing uncategorised transactions and create rules to categorise future transactions.
Read more: Categorising transactions: Categorise with AI.
Simple Categorisation
A great way to view, categorise and create rules for transactions one at a time.
Read more: Categorising transactions: Simple Categorisation.
Categorise by Merchant
Categorise transactions in bulk by sorting through your most-frequently used merchants.
Transaction Page
Easily view all uncategorised transactions and categorise transactions in bulk. This is also where you can create filters to automatically categorise future transactions based on multiple parameters.
Read more about using the transactions page here: Categorising transactions: Transactions page.
Manage Categories
Where you can create or edit the categories that your transactions and budgets use.
You can read more on categories here: An introduction to categories in PocketSmith.
Category rules, Searches and Filters
Manage your category rules, category mappings, saved searches and filters from here.
Read more on each of these here: