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How do my transactions get categorised?

We categorise transactions based on their payees. A payee is the description for a transaction. It could be:

  • The name of a store, utility, or person that you paid
  • The name of a business or person who paid you
  • A type of transaction, such as MONTHLY FEE
  • Just the word CHEQUE or DEPOSIT

The payees from your bank often have a lot of extra text at the end. Whenever possible, we'll suggest more intuitive names and categories for common payees.