Mass Distribution of Transactions Into Categories


If when creating or loading the bank statements, the transactions were not assigned to any financial item, they are considered to be unallocated. In the Money section in the Category column, such transactions will be marked as unallocated.

Unallocated transactions in the Money section

In section FinanceMoney, unallocated transactions can be immediately assigned to the necessary financial category. To do this, click on the drop-down list. When selecting a category, the changes will be saved automatically.

To assign several transactions to the same financial category at once, select them and click on the Allocate button.

In the opened sidebar, you can change the assignee and the category of income or expense.

Here you can remove the checkmarks from the documents that do not need to be distributed:

After that, click the Save button and the changes will be made.