Categorising transactions

Once your bank feed is connected, Ledgable imports transactions and uses AI to suggest a category (chart of accounts code) for each one.

Reviewing AI suggestions

Go to Transactions in the sidebar. Uncategorised transactions appear at the top.

Click a transaction to see the AI suggestion and confidence score.

Accept the suggestion, or type to search for a different account code.

Click Save to post the categorisation.

Bulk review

Use the Batch review tab to review multiple suggestions at once. Ledgable groups similar transactions and lets you approve or override them in bulk.

Rules

If you always categorise a particular merchant the same way, create a Money Rule:

Open the transaction and click Create rule from this.

Define the matching conditions (payee name, description keywords).

Set the target category.

Future transactions matching the rule are categorised automatically.

Uncategorised transactions

Any transaction without a category is excluded from your reports. Clear the Unsorted queue regularly to keep your books accurate.