Your Dashboard shows a Transactions missing category card that highlights transactions without a spending category. Categorising all transactions helps with accurate reporting and Xero sync.
Finding uncategorised transactions
- On your Dashboard, look for the Transactions missing category card.
- Click on it to see the list of transactions that need a category.
Categorising a transaction
- Click on the transaction to open it.
- On the Edit transaction tab, select a Category from the dropdown.
- Click Save transaction.
Tip: If you use the Xero integration, categories map to your Xero chart of accounts. Uncategorised transactions cannot be synced to Xero.
Reducing uncategorised transactions
- Set default categories on your budgets so new transactions are automatically categorised.
- Use the Bookkeeper AI agent (coming soon) to auto-categorise transactions based on merchant and spending patterns.