Skip to main content

Map several transactions to the same category at once with a rule

You can create a rule for several business partners (conditions) in just a few clicks by selecting several transactions that should be assigned to the same category.

  • Select several transactions that should be assigned to the same category by ticking the checkboxes on the left

  • Click the create rule icon in the header

  • Check the conditions and adjust them if necessary

  • Select the category and click PREVIEW

  • Is the preview correct? Click APPLY, otherwise adjust the conditions

Did this answer your question?