Uncategorize a transaction


This feature is available only for those that subscribe monthly to our Accounting and Reporting services. 

If you are NOT a monthly subscriber and would like more information, please view: How to upgrade to add Accounting and Reporting features to my Autobooks account.

If you've categorized a transaction incorrectly, don't worry! You can easily uncategorize a transaction within our Accounting tool.

Uncategorize a transaction

Navigate to the Accounting section within Autobooks, then click on the Transactions tab in the lower toolbar.

From there, click on the transaction that has been previously categorized. A menu appears on the right side. Select Uncategorize transaction.

A pop-up message will appear asking you to confirm that you wish to uncategorize the transaction selected. Click Uncategorize transaction to complete the action or click Cancel to go back to your transactions list.

You will see a confirmation message that your action was completed.