Categorization Rules

Each money transaction in Board shall be assigned to a category. To ensure all records uploaded from a bank or view file import have the right categories, you can set rules that will be used automatically.

1) Go to the list of your records, find those who do not have a category assigned.

2) Click on Assign button, and follow the Board instructions to create a rule.

The rule can be set by listing multiple keywords (payee or payer account number, transaction note or others). Choose such a string that will best match the record when it comes next time. I.e. avoid amounts in the string that may change.

Note: When creating a rule, you should not only determine a record's category but also assign it to a Contact in Board. By doing so, you will benefit from all records (and planned payments) being organized and accessible through the Contact view in Board.

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