Steps
- Open the account's Review Transactions or Posted Transactions tab.
- On an uncategorized or flagged line, select the Category column and choose the matching account.
- For recurring transactions, set up an Auto Rule instead so future lines are categorized automatically.
- 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
Was this article helpful?
Your feedback helps us improve our documentation.