Categorize & Autocategorize
Keeping your transactions categorized is the foundation of accurate financial reports. Cashflowy gives you two ways to do it: one at a time, or in bulk.Categorizing a single transaction
- Go to Banking → Transactions
- Click on a transaction to expand it
- Select a category from the dropdown (organized by your Chart of Accounts)
- The category saves automatically
Autocategorize similar transactions
When you categorize a transaction, Cashflowy detects other transactions with the same merchant or description pattern. You can apply the same category to all of them in one click. This is especially powerful when you first connect your bank — you might have dozens of “NETFLIX” or “UBER” transactions that all need the same category. Categorize one, autocategorize the rest.Bulk recategorization
Need to move a batch of transactions from one category to another? Use the bulk categorization feature:- Select multiple transactions using the checkboxes
- Choose a new category
- Apply to all selected