> ## Documentation Index
> Fetch the complete documentation index at: https://docs.treasury.sh/llms.txt
> Use this file to discover all available pages before exploring further.

# Get every transaction categorized

> Clean, categorized data is what makes budgets, reports, and AI answers trustworthy. Here is how to get there fast.

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.

## 1. Let auto-categorization do the bulk

Most transactions are categorized for you as they sync. Set up your [**categories**](/core/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.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/categories/overview-light.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=8de95a236ec3bdd4794eabd5c080bf8f" alt="The Categories page listing income, expense, and saving categories" width="2880" height="1800" data-path="images/categories/overview-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/categories/overview-dark.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=a1be395144ea4855a6d62ef49921542e" alt="The Categories page listing income, expense, and saving categories" width="2880" height="1800" data-path="images/categories/overview-dark.png" />
</Frame>

## 2. Clear the rest with Turbo Review

Whatever auto-categorization wasn't sure about lands in [**Turbo Review**](/core/turbo-review) — opened from the **⚡** icon on the [Transactions](https://app.treasury.sh/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.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/turbo-review/flow-light.gif?s=e088cc7010b86eaca304f6ed240aab60" alt="Clearing a backlog of uncategorized transactions with Turbo Review" width="1000" height="625" data-path="images/turbo-review/flow-light.gif" />

  <img className="hidden dark:block" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/turbo-review/flow-dark.gif?s=451c01a71a9a4fb7c991355d10524ef9" alt="Clearing a backlog of uncategorized transactions with Turbo Review" width="1000" height="625" data-path="images/turbo-review/flow-dark.gif" />
</Frame>

## 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](/core/transactions) so it's clear next time.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/transactions/overview-light.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=b74cde37a6fbfa0ff24e6fc96bf38c3f" alt="The Transactions page where each transaction shows a category pill you can click to change" width="2880" height="1800" data-path="images/transactions/overview-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/treasury/OmhP8gkUyyErM0vq/images/transactions/overview-dark.png?fit=max&auto=format&n=OmhP8gkUyyErM0vq&q=85&s=5a4700e58020ff7258e12af5eda9abb3" alt="The Transactions page where each transaction shows a category pill you can click to change" width="2880" height="1800" data-path="images/transactions/overview-dark.png" />
</Frame>

## 4. Keep it clean

* **Exclude the noise.** Reimbursements, internal transfers, and one-off anomalies can distort your budgets — [exclude them](/core/transactions) so totals reflect real spending.
* **Use tags for context.** [Tags](/core/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.

## 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.

## Take it further

<CardGroup cols={2}>
  <Card title="Turbo Review" icon="bolt" href="/core/turbo-review">
    The fastest way to categorize.
  </Card>

  <Card title="Budgets" icon="chart-pie" href="/core/budgets">
    Clean categories make accurate budgets.
  </Card>

  <Card title="Find & cancel subscriptions" icon="scissors" href="/guides/cancel-subscriptions">
    Put clean data to work.
  </Card>

  <Card title="Ask Treasury AI" icon="sparkles" href="/core/ai-advisor">
    Accurate answers need accurate categories.
  </Card>
</CardGroup>
