How do I categorize an unknown transaction?

Follow the 4 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. You should see a list of all unknown transactions appear on your page. To categorize an unknown transaction, please click on “Choose A Category” on the transaction.

2. Select the correct category and click “Confirm". If you're unsure which category your unknown transaction belongs to, use the “Help me decide” option. We're happy to guide you through the process and help ensure that your transactions are properly categorized. To learn more about the "help me decide" feature click here.

3. You can filter your unknown transactions by “Income”, or “Expense”.

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