The Uncategorized Payments screen lists all payments that have not been assigned to specific accounts or expense categories.
Each payment can be edited directly from this screen to assign the appropriate category, adjust the date, amount, or other details.
You can use search and filter options to quickly find specific transactions or sort them by date, amount, or description.
To access the Uncategorized Payments screen, go to the Payments tab.
Then click the Uncategorized Payments button.
Payment rules can be created directly from the Uncategorized Payments screen. When an uncategorized payment cannot be matched to any existing payment rule, you will see a New Payment Rule button next to the description.
Clicking this button takes you to a pre-filled form where you can configure a new payment rule based on the uncategorized transaction.
Learn more about payment rules: Payment Rules
You can batch categorize payments where a payment rule has been matched.
Select the payments you wish to categorize in bulk.
Click the Batch Update button at the bottom of the screen.
The selected payments will be categorized and removed from the Uncategorized Payments screen.
If you categorize transactions by mistake, you can undo the operation using the History screen.
Learn more about history: History