Active Rules
7
Total Rules
7
Transactions Matched
5,894
Automation Rate
92.4%
Categorization Rules
Rules are applied in priority order. Drag to reorder.
1
Stripe Processing Fees
Category: Payment Processing FeesAccount: 6100 - Processing Fees847 matches
2
PayPal Transaction Fees
Category: Payment Processing FeesAccount: 6100 - Processing Fees423 matches
3
Shopify Product Sales
Category: Product SalesAccount: 4100 - Product Revenue1,892 matches
4
Subscription Revenue
Category: Subscription RevenueAccount: 4200 - Subscription Revenue234 matches
5
All Refunds
Category: RefundsAccount: 4900 - Sales Returns & Refunds156 matches
6
Sales Tax Collected
Category: Sales Tax CollectedAccount: 2100 - Sales Tax Payable2,341 matches
7
UK VAT Collected
Category: VAT CollectedAccount: 6300 - VAT Payable1 matches
General Ledger Accounts
Available accounts for posting categorized transactions
1000assetCash
1100assetAccounts Receivable
2100liabilitySales Tax Payable
4100revenueProduct Revenue
4200revenueSubscription Revenue
4900revenueSales Returns & Refunds
6100expenseProcessing Fees
6200expenseBank Fees
6300liabilityVAT Payable