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.
You can view all of the transactions for your synced accounts navigating to the Accounting tab from the side menu. Select the Accounts tab in the upper navigation bar, select Transactions.
From the list page, you can click on a transaction to categorize it. Click Categorize Transactions from the right-side menu to:
- Categorize the transaction - You can categorize the transaction to a specific accounting category (or categories).
- Exclude - This option will exclude the transaction from impacting any of the internal bookkeeping.