After the synchronization is complete, you find all loaded transactions under the menu item “Transactions”.
Tip: Map transactions faster with Smart Mapping
With Smart Mapping, you can quickly map unmapped transactions to categories based on business partners and automatically create rules for future transactions at the same time. Recurring transactions are then mapped to the matching category automatically in the future.
NOTE:
The initial synchronization can take some time, depending on the number of transactions to be loaded. Normally, all transactions should be available within the first 3-5 minutes.
Under TRANSACTIONS > Unmapped you find all transactions that have not been mapped yet. Mapping is simple. Select the transaction's category in the dropdown and click “OK”.
The COMMITLY assistant learns in the background and supports you with mapping. More information here: Using suggestions
PRO TIP:
Especially during the first synchronization, a large number of transactions can be loaded. To speed up the first mapping, you can proceed as follows:
Select a particularly frequent transaction, e.g. rent or Google license.
Enter the corresponding search term in the filter and press Enter
All transactions with this search term are now shown
Click “Select All”
Select the corresponding category in the dropdown, e.g. Rent, and click OK.
With this method, more than 1,000 transactions can be mapped within 15-20 minutes at most.
In this case, you can also define RULES. With rules, transactions are mapped automatically after every sync:
