Categorization task

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Reapply or override categorization rules for historical data The categorization task allows you to (re)categorize existing transactions and forecasted transactions according to updated or new rules. Use this feature to keep your categories accurate and consistent across both historical and future data.

Override options

When running a categorization task, you can choose to override:

• Manually categorized transactions – Transactions that were categorized manually in the dashboard and not assigned automatically by a rule.
• Rule-categorized transactions – Transactions that were automatically categorized by an existing rule.

How to use the categorization task

For example, if you create a new rule and want to recategorize all existing transactions according to this new rule, check both options. If you only want to recategorize transactions that were previously categorized by rules (while keeping manual categories intact), check only the second option.