Assigning Transactions to a Product

To assign an unrecognized transaction to a product, hover your mouse cursor on the right-hand side of the row and you will see an ‘Assign to App’ option.



Clicking on the ‘Assign to App’ option will show a popup where you can search for an application & select it.


After selecting the application and clicking next you will see all similar transactions in the past. You can select all those transactions you wish to map to the app & click ‘Assign App’.


Important: The checkbox “Automatically map all future transactions to this app” is important to set appropriately. If you tick it, all future transactions with the same description will continue to map to the same product. If the transaction description is generic, and should not always map to the same product, it is important you keep it unticked.

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Assigning Transactions to a Product

Modified on Sat, 31 Dec 2022 at 01:06 AM

To assign an unrecognized transaction to a product, hover your mouse cursor on the right-hand side of the row and you will see an ‘Assign to App’ option.



Clicking on the ‘Assign to App’ option will show a popup where you can search for an application & select it.


After selecting the application and clicking next you will see all similar transactions in the past. You can select all those transactions you wish to map to the app & click ‘Assign App’.


Important: The checkbox “Automatically map all future transactions to this app” is important to set appropriately. If you tick it, all future transactions with the same description will continue to map to the same product. If the transaction description is generic, and should not always map to the same product, it is important you keep it unticked.

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