Get every transaction categorized

Every insight in Treasury — your budgets, your spending breakdowns, the AI’s answers — is only as good as the categories behind your transactions. The good news: getting to a fully categorized state takes minutes, not hours, and staying there takes seconds a week. What you’ll achieve: a transaction list with no “Uncategorized” stragglers, and a routine that keeps it that way.

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1. Let auto-categorization do the bulk

Most transactions are categorized for you as they sync. Set up your categories first so Treasury has the right buckets to sort into — use the Default preset during onboarding for a well-rounded starting set you can tweak.

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2. Clear the rest with Turbo Review

Whatever auto-categorization wasn’t sure about lands in Turbo Review — opened from the ⚡ icon on the Transactions page. It shows one transaction at a time with every category a tap away, and jumps to the next the instant you pick. A backlog disappears in a minute.

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3. Fix one-offs inline

For the occasional stray on the main list, just click its category label and pick the right one — no need to open anything. While you’re there you can rename a cryptic merchant so it’s clear next time.

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4. Keep it clean

• Exclude the noise. Reimbursements, internal transfers, and one-off anomalies can distort your budgets — exclude them so totals reflect real spending.
• Use tags for context. Tags cut across categories for trips and projects, without changing how something is categorized.
• Make it a habit. A 30-second Turbo Review once a week keeps you at zero.

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What good looks like

No “Uncategorized” pills on your transactions, budgets that add up, and an AI that can answer “how much did I spend on X?” accurately — because every transaction is in the right bucket.

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Take it further