How do I categorize an unknown transaction?

Follow the 5 steps below to easily categorize your unknown transactions.

1. On the left navigation bar, click Accounting and select Unknown Transactions from the drop-down menu.

2. You should see a list of all unknown transactions appear on your page.

3. To categorize an unknown transaction, please click on “Choose A Category” on the transaction. Select the correct category and click “Confirm”.

4. You can also filter your unknown transactions by “All Unknown”, “Income”, or “Expense”.

5. If you don’t have any unknown transactions to categorize, you should see the following message, and you're all done!