Guide & Legal
  • Welcome to Multis
  • Financial backbone for Web3 companies
    • 🏃‍♂️Getting started
    • 📐Set up your account
      • Create an account
        • Create a new wallet
        • Link a Gnosis Safe
        • Activate your team's payment wallet by making a deposit
      • Supported networks & sources
      • Add contacts
        • Add contacts manually
        • Add contacts via CSV import
        • Add a fiat contact
      • Secure your wallet
        • Add a team member
        • Set an approval policy
        • Roles & Permissions
      • Get verified to access Multis Corporate Exchange
    • 💰Move money
      • Crypto payment
      • Crypto-to-crypto swap
      • Convert crypto & USD
      • Limits
    • 🛤️Tracking and bookkeeping
      • Link your company accounts and wallets
        • Add or import an existing wallet
        • Track crypto wallet (read-only)
        • Add wallet and transactions manually
        • Link your company bank accounts
      • Categorize your transactions
        • Manage categories
        • Manual categorization
        • Set up categorization rules
      • Chart of accounts
        • Importing your organization Chart of Accounts
      • Export transactions as a CSV
      • Insights
    • 🪙Pricing
  • Frequently asked questions
    • ⁉️General
      • Accessing your Account
        • What happens if I lose access to my email account linked to Multis?
        • What happens to my funds if Multis disappears?
      • What happens if I delete my Multis account?
      • How to close my Multis account?
    • 🦺Security
      • Backing up my Multis account
      • Main Payment Wallet details
      • Private Key Management
        • Integrated Keys with Torus
      • Data Protection
    • 🔮Crypto
      • Supported networks & sources
      • Supported crypto-currencies
  • Support
    • 📞How to contact us?
    • 🐦Migrate your account to the Gnosis App
  • Legal
    • 🧑‍🤝‍🧑Multis Term of Use
    • 🔐Multis Privacy Policy
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  1. Financial backbone for Web3 companies
  2. 🛤️Tracking and bookkeeping

Categorize your transactions

PreviousLink your company bank accountsNextManage categories

Last updated 2 years ago

Manage categories
Manual categorization
Set up categorization rules