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How to Categorize Transactions in Sumung

Categorizing a transaction means assigning it to the right Chart of Accounts entry so your books and reports stay accurate.

Steps

  1. Open the account's Review Transactions or Posted Transactions tab.
  2. On an uncategorized or flagged line, select the Category column and choose the matching account.
  3. For recurring transactions, set up an Auto Rule instead so future lines are categorized automatically.
  4. Confirm the line once the category looks correct.

Related Articles

  • How to Use Categories in Purchases
  • How to Create Auto Rules in Sumung
  • How Automatic Matching Works in Sumung

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