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How to Map Categories to Chart of Accounts

Settings → Categories already shows this mapping - the "Bank-rule canonical" and "CoA hints" columns tell you which chart-of-accounts entries each built-in…

Steps

  1. Go to Settings → Categories.
  2. Search or filter for the category you're interested in.
  3. Check the "Bank-rule canonical" column for its primary mapped account.
  4. Check "CoA hints" for any additional related chart-of-accounts suggestions.

Related Articles

  • What Are Categories and Why They Matter
  • How to Navigate the Categories Section
  • How to Use Categories in Reports

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