Categorization task

This allows you to (re)categorize existing transactions and forecasted transactions. It has two overrides options:

• Override manually categorized transactions, i.e. those that have not been categorized automatically according to your categorization rules.
• Override rules categorized transactions, i.e. those that have been automatically categorized according to your categorization rules.

How to use the categorization task

For example, let's say you create a new rule and want to recategorize all existing transactions according to this new rule, you'd check both options. If you, on the other hand, want to keep the category for those transactions that you manually categorized via the dashboard, you'd just check the second option.