Bank Transactions Categorization
Automate transaction sync, upload, and auto-categorization.
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 Train Adam for Better Categorization of Your Bank StatementsLearn how to customize Adam to automatically categorize your bank transactions exactly how your business needs
How to Manually Categorize Your Bank StatementsLearn how to manually adjust entries even after transaction have be auto-categorized
How to Handle Currency Conversions on AdamLearn how to manage foreign currency transactions in your business
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