Why Manually Categorize Transactions?
By assigning categories to your transactions, you can:
Track where your money is coming from and going to.
Improve the accuracy of your cash flow forecasts.
Analyze your financial data more effectively.
How to Manually Categorize a Transaction
Follow these steps to manually categorize your transactions in Agicap:
Navigate to the Transactions Page ✔️
Log in to your Agicap account.
Click on Bank in the main menu.
Select a Transaction ✅
Browse through your list of transactions.
Click on the transaction you wish to categorize.
Assign a Category 💡
In the transaction details, locate the Category field.
Click on it and select the appropriate category from the dropdown list.
If you need to create a new category, click on Manage Categories and add the desired category.
Manage Your Categories
You can manage your categories by:
Editing Existing Categories ❓
Go to Settings > Categories.
Click on a category to edit its name, add a subcategory and other informations
Creating New Categories ✔️
Click on Add New Category in the Categories settings.
Enter the category name and any additional details.
💡 Tips
Use Consistent Naming: Keep your category names consistent for easy filtering and reporting.
Regularly Review Uncategorized Transactions: Periodically check for uncategorized transactions to ensure all data is accurately represented.
Utilize Subcategories: If you have complex transactions, consider using subcategories for more detailed analysis.
FAQ ❓
How can I bulk categorize multiple transactions?
You can bulk categorize transactions by:
Navigating to the Transactions page.
Selecting the checkboxes next to the transactions you want to categorize.
Clicking on Bulk Actions and selecting Categorize.
Choosing the desired category.
What if I assign the wrong category to a transaction?
Simply locate the transaction, click on the assigned category, and select the correct category. Don't forget to save your changes.
Can I delete a category?
Yes, you can delete categories in the Settings > Categories section. However, be aware that deleting a category will affect any transactions previously assigned to it. Consider reassigning those transactions before deletion.