How to categorise your transactions?
Beyond Bank+ uses a simple, automatic categorisation engine that evolves and adapts according to personal inputs from our user community, so most of your data will automatically be categorised for you and you won’t need to do a thing.
Every time you categorise a transaction, our intuitive system will apply similar rules to past and future transactions, leaving you with even less work to do!
If you find something you would like to add to a category, or update to a different category:
- On your dashboard scroll down to Recent Transactions and select 'view'
- Select the Transaction you want to categorise
- Or you can search by 'Filter' or Search by typing in the details of the transaction
- Click the arrow next to Bucket - Category to change the category type
- Now select if you want us to remember your categorisation for future transactions
https://www.beyondbank.com.au/need-help/how-to-categorise-your-transactions