Categorize your transactions

Categorizing accurately is what makes the rest of Arketa Accounting useful. Clean categories let you track cash flow and profitability through the year, and they make tax prep far easier because income and expenses are already documented and classified.

Work on transactions in the Bank transactions section, in the navigation bar at the top of the Accounting tab.

Categorize new transactions

1. Set the toggle under Transactions to To review. This shows everything waiting on you.
2. In the Categorize column on the right, use the dropdown to pick an account. Suggestions sit at the top of the list, with All categories further down.
3. Click Confirm. The transaction moves to Categorized.

Change a transaction you already categorized

1. Set the toggle under Transactions to Categorized.
2. Click the transaction to expand its details, then make your changes.
3. Click Update.

Split a transaction

If one purchase covers items that belong in different categories, split it.

1. Click the transaction to expand it.
2. Set the toggle under the date to Categorize.
3. Under the transaction amount, click Split. A new line appears. Enter the amount and category for each part.
4. Click Confirm or Update.

Add context and receipts

1. Click the transaction to expand it.
2. Type notes in the Description box, and click Upload receipt to attach a document from your device.
3. Click Confirm or Update.

Frequently asked questions