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Categorizing transactions
Review suggestions, book transactions and choose the right scope.
9 articles
Book several imported transactions togetherApply a shared bookkeeping action to carefully selected imports.Record rental income without counting it twiceMatch the money received to the correct account, property and bookkeeping category.Choose a transaction type, transfer or card paymentDistinguish new income and spending from account transfers and bookkeeping adjustments.Record a portfolio expense and review report scopeChoose the supported accounting scope for an expense that does not belong to one rental.Split a transaction between categories or propertiesDivide an imported transaction into its actual parts, or use a percentage rule for recurring allocations.Create and manage transaction matching rulesAutomatically categorize imported transactions by description, account and optional amount.Choose an accounting transaction typeClassify the actual money movement before selecting its category and property.Use accounting as a property managerKeep property, owner and portfolio scope clear when reviewing management activity.Review booked accounting transactionsFind recorded transactions and their categories in Booked; the old event-audit feed is not this page.
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