Keeping your transactions categorised is super important to understand your earning & spending and to track your budgets! There are a few ways to keep on top of categorisation.
We recommend setting up category rules to categorise the bulk of your transactions, but check out all the options below ✨
Automatic categorisation from the bank feed
You can choose to have your transactions automatically categorised from the bank feed if your accounts are linked to bank feeds. Some people like to use a combination of automatic categorisation from the bank feed, along with their own category rules!
Learn more about how automatic categorisation from the bank feed works, and how to turn this feature on or off, here: Auto-categorise transactions.
On the Transactions page
You can use the Transactions page to categorise transactions one at a time or in bulk.
For more info, please see: Categorising transactions: Transactions page.
On the Categorise transactions page
The Categorise transactions page is a great place to keep an eye on new transactions that have been imported and are awaiting categorisation.
We've got more details about the Categorise transactions page here: Using the Categorise transactions page
On the Categorise by Merchant page
You can read more about the categorise by merchant page here: Categorising transactions: Categorise by merchant.
Automatically with Category rules
Category Rules let PocketSmith do the heavy lifting 💪🏽 for you when it comes to getting your transactions categorised. With Category Rules, you can set up your PocketSmith account to automatically categorise transactions just the way you like. This means less time spent manually categorising your transactions - yay!
You can find out all the details here: Using Category Rules to automatically categorise transactions
Automatically with Filters
Filters allow greater control over your transactions than category rules - you can use Filters to automatically assign categories as well as make other edits to organise your transactions just the way you like! Unlike category rules, a filter lets you set multiple parameters to isolate a group of transactions, which you can then apply multiple changes to.
Consider using filters for transactions that you'd like to apply more than one action to (other than just a category) 👌
You can find out all the details here: Everything you need to know about filters