Edit Transaction Categorization
If a posted transaction was categorized incorrectly — by you, a team member, or the AI — you can update it at any time. Changes save automatically, no need to repost.
Steps
00:00: This article explains how adjust the category of a transaction after posting.
00:05: You will learn how to recategorize a transaction, and define new rules for incoming
00:09: and existing transactions.
00:11: Click on the Transaction
00:12: you want to recategorize.
00:14: Click on the existing category and search for the correct category from your Chart
00:18: of Accounts.
00:19: After defining the new category,
00:22: if there was an existing rule in place for that vendor, you will have the chance to
00:26: create a new rule.
00:28: After clicking on "Create Rule", you can choose among the options that best suit your
00:32: particular case.
00:34: And that's it!
00:35: All changes are executed without additional action.
00:39: You have successfully recategorized a transaction in the Poster tab, and created
00:43: new rules for your vendor based on the new category.
00:46: For more information, refer to the related articles section below.
- Go to your client's Transactions page and click the Posted tab
- Find the transaction you want to update and click on it
- Select the correct account from the dropdown — type to search by account name
- After defining the new category, if there is an existing rule in place for that vendor, you will have the chance to create a new rule.
- After clicking on Create Rule, you can choose among options such as "Create New Rule and Categorize All", or "Create New Rule and Categorize in Review Tab".
- Changes are saved automatically
💡 Tip 1: You can also edit categorization from the Review and Waiting tabs the same way — useful if you catch a mistake before posting.
💡 Tip 2: Not sure who made the original categorization? Check View Transaction Audit History to see a full log of changes.