Your Dashboard shows a Transactions missing category card when transactions don’t have a spending category. Adding categories keeps your reports accurate and your Xero sync working.
| Why it matters | Detail |
|---|---|
| Reporting | Uncategorised transactions won’t appear in category-based reports |
| Xero sync | Uncategorised transactions cannot be synced to Xero |
| Compliance | Helps maintain clean audit trails |
Finding uncategorised transactions
- Open your Dashboard and look for the Transactions missing category card.
- Click on it to see the list of transactions that need a category.
Categorising a transaction
- Select a transaction to open it.
- Navigate to the Edit transaction tab and choose a Category from the dropdown.
- Click Save transaction.
Tip: If you use the Xero integration, categories map to your Xero chart of accounts. Categorise transactions before syncing.
Reducing uncategorised transactions
- Set default categories on your budgets so new transactions get a category right away.
- Enable the Bookkeeper AI agent to auto-categorise transactions based on merchant and spending patterns.
Note: The Bookkeeper AI agent is available as an add-on for Premium and Enterprise plans.
Common questions
Can I categorise multiple transactions at once?
Yes. Select multiple transactions on the Transactions page using bulk actions, then assign a category in one step.
What happens if I sync uncategorised transactions to Xero?
Uncategorised transactions won’t sync. Assign a category first, then sync to Xero.
Can I set a default category for a budget?
Yes. Edit the budget and set a default category. All new transactions in that budget will use it automatically.