Categorize

Approve AI suggestions and clean up uncategorized transactions in bulk.

AI categorization

Bulk auto-categorize transactions

Run categorization across a full transaction scope instead of updating entries one by one. Use it when you want a deliberate workspace-wide pass, then review the refreshed list on the All tab.

Safe bulk action
Step 1 · Workspace
Step 2 · How this works
01

Single run

Trigger one focused categorization pass for the selected scope.

02

Clear summary

See how many transactions were processed, categorized, skipped, or failed.

03

Deliberate placement

Separated from the table so this workspace-wide action stays visible and intentional.

Selected scope

Current team

Loading your current team before you can run this action.

The summary below updates after a successful run and the transactions list refreshes automatically.