While the Airbank App features a powerful automatic categorization function, it also allows users to easily categorize transactions manually. See here to read the article about the automatic categorization feature.

By default, the Airbank App pre-categorizes transactions as soon as they are loaded in your dashboard. This feature is highly efficient and accurate and operates concurrently with the data transfer from your bank's servers.

Important: Please bear in mind that Airbank's pre-categorization features is partially dependent on the amount and kind of you data your bank shares with us, as well as on your bank's or payment provider's internal categorization system.

Manually assigning categories

In order to manually assign a category, just click into the relevant field (see screenshot below):

screenshot Transactions focus category

Choose the particular transaction you wish to categorize via one of the tabs in the top of the dashboard and click in the square field under "Category".

  • Start typing and the App will automatically suggest different categories

  • You can also assign an entirely new category or change the designation of an existing category

  • Please confirm your entry by pressing the "enter key" on your keyboard

The manual transaction categorization is complete.

Important: As soon as you start manually setting or changing transaction categories, the Airbank App starts learning and remembering your categorizations.

Important: Please do not hesitate to get in touch with Airbank' s support team should you experience any issues or require additional support.

Just use the chat function on the Airbank homepage or in Airbank App (the speech bubble symbol in the lower right-hand corner) or send an email to: help@joinairbank.com.

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