Categorise transactions, and stop doing it by hand

Every transaction sitting as Unreviewed is a line the books do not yet explain. The Difference figure at the top — bank minus books — closes as you work through them.

One at a time

For each line: pick a Category, and a Payee if it is a supplier or a customer. Press Post.

·AI suggest proposes the account and says how confident it is. Accept or Edit.

·Suggest all does the whole visible list at once.

·Split divides one line across several accounts — a hardware store receipt that is half materials and half tools.

·Find match links it to an invoice or bill that already exists, so the payment settles the document instead of creating a second record of the same money.

·Exclude removes it from the books. Use it for transfers between your own accounts and anything personal.

Teach it once

After categorising something, press Save as rule. The next transaction that matches is categorised on arrival. This is the difference between an hour a week and five minutes.

Transfers between your own accounts

Money moving from checking to savings is not income and not an expense. Look for the PAIR badge — two opposite amounts on the same day or a day or two apart — and record it as a transfer rather than categorising each side.

What "Filed this way last time" means

It has seen this description before and is showing you what you did with it. It is a reminder, not a rule; nothing happens until you press Post.

Categorise transactions, and stop doing it by hand

One at a time

Teach it once

Transfers between your own accounts

What "Filed this way last time" means

Still deciding?