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How to Organise Categories for Better Financial Reporting

Since the Categories table is built-in rather than user-editable, the way to shape your financial reporting is through your Chart of Accounts and how you…

Steps

  1. Go to Settings → Categories to see how Sumung's built-in categories map to your chart of accounts.
  2. Go to Finances → Chart of Accounts to create or adjust the accounts your transactions ultimately roll up into.
  3. When categorizing bank transactions, pick the category whose CoA hint matches the account you want it to land in.
  4. Use Reports to confirm your transactions are landing in the right places.

Related Articles

  • How to Map Categories to Chart of Accounts
  • How to Use Categories in Reports
  • How to Navigate the Categories Section

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