Help › Bookkeeping
Categorize bank transactions
On Ledger › Banking › Transactions, transactions are grouped by account:
- Click a transaction row to edit it inline (there's no separate edit icon).
- Pick a category from the dropdown: it starts on — none —, then lists your own accounts first under Your chart — expenses, then the extra groups that apply to your book (Assets / Capital, Owner / Shareholder, Prepaid balances), and finally the built-in Standard categories at the bottom.
- Click the check to Save (or ✕ to Cancel).
Categorizing an unmatched line posts a journal entry behind the scenes: the expense against your bank or card. Change the category later and Talisk re-posts it automatically.
Lines that are already matched to a bill, an ecommerce payout, or an invoice payment don't need a category: they show an italic label like Bill payment or Ecommerce payout instead, because the match already booked the money.
Good to know: You edit a transaction by clicking its row: there's no separate edit button.
Once a line is matched to a bill, payout, or invoice, its category is set by
that match and shows a provenance label instead; you can't recategorize it,
and you can't change its amount or date until you unmatch it.