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  1. Financial backbone for Web3 companies
  2. Tracking and bookkeeping
  3. Categorize your transactions

Set up categorization rules

PreviousManual categorizationNextChart of accounts

Last updated 2 years ago

You can now create custom categorization rules based on your conditions.

Step 1 - Go to Transactions in the sidebar, and hit Manage Categories

Step 2 - Hit Categorization rules

Step 3 - Create your rules by selecting from/to, the address aimed and the category. Hit "Create rule" and there you go!

The category will be added to past transactions according to the rules if you checked the box "Apply to existing"

🛤️