Even when Adam auto-categorizes transactions, you can manually change any field to match your needs. To do this:
Go to the Bank Transactions Table.
Click on the Destination or Category field for the transaction you want to edit.
Select the correct option from the dropdown list.
Your changes are saved instantly, no extra steps needed.
Note: If you often change the same type of transaction, it’s a good idea to update the rule inside Train Adam → Banking Manager, so Adam learns and does it automatically for you.
What the 'Destination' Field Means
The Destination field tells Adam what kind of entry this transaction represents in your books.
Here are the main destination types:
Journal: For transfers, adjustments, or anything that doesn’t count as income or expense (e.g., loan repayment, owner withdrawal).
Expense: Money your business is spending (e.g., utilities, subscriptions, advertising).
Income: Money your business is receiving (e.g., sales, interest, service income).
Choosing the Right Category Based on Your Chart of Accounts
The Category field determines which specific account in your Chart of Accounts (COA) this transaction belongs to. To choose a category:
Click on the Category cell for any row.
A dropdown menu will appear with accounts grouped by type:
Revenue
Expenses
Assets
Liabilities
Equity
Pick the account that best describes the transaction.
Example:
For a payment made to Uber:
Destination → Expense
Category → Transport Expense