It is possible that your recurring transactions have the same names, or at least similarities between them. Categorizing them one by one can be time consuming. Fortunately, you can use grouped categorization! 👍

To do this, go to the Bank page in the blue banner. Here, you'll find all of your banking transactions across all accounts.

To perform grouped actions, we're going to use the filter function. Using the Filter button, you will be able to sort your bank transactions according to several criteria: by bank accounts, title, settlement date or even amount.

📍 We advise you to always filter by Transaction type first. In fact, it is only possible to perform grouped actions on operations of the same type (incoming or outgoing payment).

Once you have applied the desired filters, select all the transactions with one click using the square at the top left, just below the Filter button. In the panel that opens on the right, select Categorize and choose the destination category for your selection.

Please note that you can cumulate filters as you wish. 💪

💡 Good to know: to identify recurring labels more easily, arrange your transactions in alphabetical order! To do this, click on Name on the Bank page and Agicap will automatically arrange your transactions in alphabetical order.

💡💡 Very good to know: to go even further, you can also create automatic categorization rules.