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Uncategorized transaction clusters

This report groups uncategorized transactions with similar descriptions. Inside a group, you can inspect examples, assign an existing category, create a new one, or set a rule for future transactions.

DocumentationDocsGuideReportsUncategorizedCategory CleanupAutomation

Groups by transaction count and total

Each group shows its transaction count and total amount. Frequent small payments may be good candidates for a rule, while one large unknown transaction needs manual review.

Sample transactions in a cluster

Similar bank descriptions do not always mean the same purchase. Compare wallet, amount, merchant, and date before assigning one category to the group.

Category or automation rule

If every example is the same kind of spending, assign an existing category or create a new one. Create an automation rule only if a specific field value will also separate future transactions from unrelated ones.

Transactions that do not belong in the group

Leave transactions uncategorized when they differ from the group or remain unclear. They should not receive a category only because their descriptions looked similar.