How do I categorise transactions?

This is an answer for the Pocketbook mobile app. Switch to the web version answer.

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1. Go to the “Recent Transactions” on the Track view page.

 

 

2. Click on the three dots next to the transaction. 

 

 

3. Click on the 'Categorise' button and select the Category.

 

 

 

 

4. Select a category or create a new category by scrolling down on the page.

 

 

 

 


 
Note: Our categorisation technology learns over time, once you’ve categorised something as a category, all your future purchases with the same description will be automatically categorised as that. This means, you only need to categorise transactions with a similar description once only

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