Categorize many transactions at once
One of the biggest remaining tasks that we’ve been working on simplifying is the ability to categorize all of your “uncategorized” transactions as quickly as possible. Well, today we took a big step forward by announcing 3 changes:
First, we’ve added some logic to shorten the descriptions we receive from banks and credit cards to shorter, more recognizable merchant and customer names.
Second, when you click on a dashboard button for “uncategorized” transactions (or if you click the “Uncategorized” filter button in your account view,) you will now be presented with a page that shows all of your uncategorized transactions grouped by merchant name or description, sorted by transaction count. This allows you to knock off the biggest grouping of uncategorized transactions as quickly as possible.
![](https://sellerledger.com/wp-content/uploads/2023/04/categorize-multiple-transactions-1024x304.png)
Three, we have added the ability to select multiple merchant names/descriptions so you can categorize multiple groups of transactions at once. Do you see multiple vendors where you buy items for resale? Select them all, click “Categorize”, choose “Cost of Goods Sold” and boom!
Please let us know what you think of this change by emailing us at [email protected] or commenting on this post.
Update: April 2024
In the time since we launched this feature, we’ve updated some elements of the user interface. See below for a more current description.
When you click in from the dashboard, you’ll still see “uncategorized” transactions grouped by merchant/transaction name. But you may notice that we have some additional filters in the account views. You can always reproduce this option by clicking the “Type” filter and choosing “uncategorized”.
![](https://sellerledger.com/wp-content/uploads/2024/04/grouped-uncategorized-april-2024-1024x466.png)