Categorize Transactions
Assign an account to each transaction. Lejr suggests one for every line; accept it, change it, or ask the assistant to work through the backlog.
Categorizing tells Lejr which account a transaction belongs to. It's the routine step that needs your judgment, and your reports depend on it.
Lejr suggests a category for each line. With a large backlog, the assistant can do a first pass and report the lines it wasn't sure about.
Categorizing
- Accept a correct suggestion
One click posts the entry.
- Change a wrong one
Open the Category menu and search your accounts by name or code. Lejr learns from the change.
- Split a payment
When one charge covers several things, click More in the Category menu and split it across accounts. You can change the split after it posts.
- Hand the backlog to the assistant
Ask it to categorize everything in Review and flag what it's unsure about. By default it shows the entries for approval before posting. If you set its Banking & transactions group to Allow, it posts them and reports back.
Corrections teach the suggestions
Each correction becomes a learned rule for that merchant, and your most recent choice counts most. Recode a supplier and Lejr follows the new choice.
To fix a mistake repeated across many posted rows, select them and set the category in one bulk edit.
Good to know
- Set the assistant's Banking & transactions group to Block (Settings → Assistant → Permissions) if you don't want it changing categories.