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What Are Categories and Why They Matter

Categories are Sumung's built-in classification system for transactions - each one (like "Bank Fees / Overdraft") maps to a chart-of-accounts grouping, which…

Steps

  1. Go to Settings → Categories to browse the full list.
  2. Each row shows a Category ID plus Group, Primary, and Secondary labels - for example, Group "special," Primary "Bank Fees," Secondary "Overdraft."
  3. The "Bank-rule canonical" and "CoA hints" columns show which chart-of-accounts entries that category is associated with.
  4. These categories matter because they're what bank-feed rules and transaction categorization use behind the scenes to keep your books organized.

Related Articles

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

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