Skip to content
Categorizing Your Transactions for Taxes

This tip is to help you quickly categorize uncategorized transactions to prepare for your taxes.

First go to the My Transactions page and click “Transaction Search” at the top of the page.

From the right side of the page, select the categories and change it to “No Category”

Change “This Month” to “All”

Scan through your transactions for any names that are similar (i.e. Starbucks 3353225) and enter a more common name in the search box (i.e. Starbucks) then click the Search button.

Scroll to the bottom and change the name to a more common name (i.e. Starbucks) to group them together

Now scroll to the bottom and select “Apply Sub-Category to Results” button to the category (i.e. Coffee)

This will first group all common transactions and then apply the correct category to those transaction. You can now click on More… > Category Summary and at the top you should see a button titled “2016 Report” or which ever year you want to view.

Leave a comment

Your email address will not be published..