Categories

OrbySystems automatically assigns a category to every transaction it imports, so you can browse and analyze spending without categorizing anything by hand.

Correcting a category

When OrbySystems gets one wrong, use Change Category on that transaction and choose how broadly the fix should apply:

• Just this transaction — a one-off correction.
• Every transaction with this exact description — fix this one and every other transaction that matches it exactly.
• Save a rule — match a pattern (like a merchant name) so future transactions like this one are categorized correctly automatically, going forward.

The dialog also shows "Currently categorized by", so you can see why a transaction got the category it did before deciding how to fix it.

Managing saved rules

Rules and corrections you've saved are visible and manageable from Tables, or can be deleted directly from the correction dialog next time you encounter one.