Learn how to group bank transactions on your iOS or Android device.
You can quickly categorise bank transactions in batches from any mobile device. In this article, we'll show you how.
- From the Menu ☰, select Banking.
- If multiple banks are connected, select the bank you want to work with.
- Tip: Use the list icon to get a better view of all connected accounts.
- Select New Transactions.
- Select the transaction you want to categorise.
- Add tax.
- iOS: Select the Class it belongs to.
- Android: Select the category icon, then choose a category.
- Select Accept.