The Uncategorized Payments feature in Manager.io helps you organize payments that haven't been assigned to specific accounts or expense categories. This guide will walk you through accessing uncategorized payments, categorizing them individually or in bulk, and creating payment rules to automate the process.
To view all uncategorized payments:
Go to the Payments tab in the left navigation menu.
Click on the Uncategorized Payments button at the top of the screen.
This will display a list of all payments that have not yet been categorized.
Each uncategorized payment can be edited directly from the list:
Click on the payment you wish to categorize.
Assign the appropriate account or expense category in the payment details.
Adjust other relevant details such as date, amount, or description if necessary.
Click Update to save your changes.
After updating, the payment will be removed from the Uncategorized Payments list.
Payment rules allow you to automatically categorize payments based on specific criteria, saving time when dealing with multiple similar transactions.
When an uncategorized payment cannot be matched to any existing payment rule, a New Payment Rule button appears next to its description:
To create a new payment rule:
Click the New Payment Rule button next to the relevant transaction.
Configure the payment rule in the pre-filled form based on the transaction details.
Specify the conditions that should trigger this rule (e.g., description contains "Utilities").
Assign the appropriate account or category for transactions matching this rule.
Click Create to save the payment rule.
For detailed information, see Payment Rules.
Once payment rules are set up, you can categorize multiple payments at once:
Select the payments you wish to categorize by checking the boxes next to them.
Click the Batch Update button at the bottom of the screen.
To find specific transactions quickly:
Use the search bar to locate payments by description, amount, or other keywords.
Apply filters to sort payments by date, amount, or description.
This helps in managing a large number of uncategorized payments efficiently.
If you accidentally categorize a payment incorrectly:
Go to the History screen to view a log of all actions taken.
Locate the action where the payment was categorized.
Undo the action to revert the payment back to its uncategorized state.
For more details, see History.
By effectively managing uncategorized payments, you ensure accurate financial records and streamline your accounting workflow in Manager.io.