The Uncategorized Payments screen displays all transactions which have not yet been categorized into specific accounts or expense categories. Use this screen to quickly identify and assign appropriate categories to payments, keeping your financial records accurate and organized.
To access the Uncategorized Payments screen:
The screen will then display a list of payments that have not been assigned to specific accounts or expense categories.
Payments can be edited directly from the Uncategorized Payments screen. You may:
If payment rules exist, multiple payments can be categorized simultaneously, significantly simplifying and speeding up the categorization process. See Payment Rules for more information.
Use the powerful search and filter functionality on the Uncategorized Payments screen to quickly locate transactions. Payments can be searched or sorted based on parameters such as:
You can create new payment rules directly from the Uncategorized Payments screen. Whenever an uncategorized payment does not match any existing payment rules, the New Payment Rule button will appear adjacent to the transaction description:
Upon clicking the button, Manager will take you to a pre-filled payment rule form, pre-populated with details from the uncategorized transaction. Customize this form as required to automatically categorize similar payments in the future.
If Manager matches uncategorized payments against an existing payment rule, you can categorize multiple payments in bulk. To perform batch categorization:
Once this process is completed, the selected payments will automatically be categorized and removed from the Uncategorized Payments screen.
If you accidentally categorize a transaction incorrectly, you can easily revert this action via the History screen. See History for detailed instructions.