Understanding the 'Uncategorized' Category
The 'Uncategorized' category, identified with a ℹ️ symbol, is automatically created when you connect your bank account. It's present in both Inflows and Outflows, containing all transactions that have not yet been categorized.
Where to Find the 'Uncategorized' Category
You can find the 'Uncategorized' category under both the Inflows and Outflows sections in your Agicap app. It provides a centralized place to review and manage all uncategorized transactions.
How to Use the 'Uncategorized' Category
To maintain accurate cashflow projections, it's important to categorize all transactions. Here's how you can do it:
Access the 'Uncategorized' Category: Navigate to the Inflows or Outflows section on your cashflow plan view and select the 'Uncategorized' category.
Review Your Transactions: Browse through the list of uncategorized transactions.
Assign Appropriate Categories:
Click on a transaction to open its details.
Select the proper category that reflects the nature of the transaction.
Save your changes.
Update Regularly: Repeat the process for each transaction to keep your cashflow data up-to-date.
Benefits of Using the 'Uncategorized' Category
Stay Organized: 📝 Ensure all transactions are accounted for and properly categorized.
Improve Accuracy: ✅ Enhance the precision of your cashflow forecasts by including all relevant data.
Save Time: ⏱️ Quickly identify and categorize new transactions as they come in.
💡 Tips
Check Regularly: Make it a habit to review the 'Uncategorized' category frequently to keep your data current.
Use Transaction Rules: Set up rules to automatically categorize recurring transactions, saving you time and effort.
FAQ ❓
What happens if I don't categorize transactions in the 'Uncategorized' category?
Leaving transactions uncategorized may lead to incomplete or inaccurate cashflow projections. It's important to categorize all transactions to reflect your true financial position.
Can I delete the 'Uncategorized' category?
The 'Uncategorized' category is a default system category and cannot be deleted. It ensures that all uncategorized transactions are easily found and managed.