Skip to content

Transaction Categorization

Business receipts arranged beside accounting software and a calculator

Put Business Transactions in the Right Categories

Financial reports, organized record folders and a calculator

Get Uncategorized Transactions Under Control

A professional printer beside everyday office supplies

Equipment Purchases and Office Supplies Need Different Treatment

A card and payment confirmation representing a credit card balance payment

Keep Credit Card Payments From Becoming Duplicate Expenses

Preparing merchandise for a vendor return in a stockroom

Record Vendor Refunds in the Right Place

Tailoring business owner bringing equipment into the workshop

Record Owner Contributions Separately From Sales

Accounting software, a calculator and a notebook on a desk

Automatic Categorization Still Needs a Human Review

Different types of cafe purchases that need distinct expense treatment

Choose Between Two Possible Expense Categories