Bank Transactions Categorization
Automate transaction sync, upload, and auto-categorization.
By Maz1 author11 articles
How to Auto-Connect Your Bank and Sync Records for CategorizationConnect your U.S. bank and let Adam auto-categorize your transactions
How to Manually Upload Bank Statements for ReconciliationPrepare and upload statements for automatic categorization.
How to Manually Categorize Your Bank StatementsLearn how to manually adjust entries even after transaction have be auto-categorized
How to Create the Bank Transactions TableLearn how to manage your financial data with the Bank Transactions Table
How to Search and Filter Your Bank TransactionsLearn how to quickly locate and organize bank transactions using smart search and filter tools
How to Edit and Manage Bank TransactionsLearn how to update transaction details directly in the Bank Transactions Table in Adam.
How to Duplicate a Bank TransactionQuickly create a copy of an existing transaction in Adam
How to Delete a Bank TransactionRemove one or multiple transactions to keep your records accurate and clutter-free
How to Export Your Bank TransactionsDownload your transaction records as an Excel file for offline use, reporting, or sharing
How Bank Sync & Categorization Works with AdamKeeping your books clean shouldn’t require manually categorizing bank transactions every month. Adam helps you automate this process by using bank rules, so once you set them up, transactions are…
How to Manually Categorize Your TransactionsLearn how to review and update categorized transactions to keep your financial reports accurate.