Categorize transactions in Bank feeds

Tabby categorizes transactions for you, and you can correct any of them in a couple of clicks. This article covers the changes you'll make most often on a single transaction: its category, its vendor or customer, whether it's personal, and its class.

Categorize a transaction

1. Click the category in the row. For a pending transaction, click Choose category.
2. Pick a category from the list, or type to search.

When Tabby has an idea, it appears under Suggested. Suggestions come from how you categorized the same vendor before, or from the type of merchant.

The picker has two more options above the list:

• Add new category. Creates a category on the spot. It joins your chart of accounts and is available everywhere in Tabby. If you typed a name that doesn't exist yet, the button reads Add "your text".
• Split transaction. For a transaction that belongs in two or more categories. See Split a transaction (in the article "Split and match transactions in Bank feeds").

A pending transaction moves to Categorized as soon as you pick a category.

Apply the same category to similar transactions

After you categorize a transaction, Tabby looks for others that are almost certainly the same kind of spending. If it finds any, it asks whether you want to apply the category to them too.

• Tick or untick individual transactions. Transactions that already have a category start unticked, so Tabby never overwrites an earlier choice by surprise.
• Click Apply to 4 more (your number will differ) to update the ticked ones.
• Click Only the one I picked to leave the rest alone.
• Tick Also categorize new transactions to create a rule. From then on, new transactions from that vendor get the category as they arrive.

Tabby matches on the vendor name and on the key word in the bank description. The account is only used as a tie breaker. Click Learn more in the dialog for a worked example.

Change the vendor or customer

Bank descriptions are messy. Tabby reads them and fills in a clean name, but you can correct it.

1. Click the vendor or customer name in the row.
2. Pick the right name from the list, or type to search.
3. If the name isn't there, click Add new vendor or customer, enter the name, and choose Vendor (you pay them) or Customer (they pay you).

Mark a transaction as personal

Personal spending on a business account shouldn't land in your books. To exclude a transaction:

• Click the three dots on the row and choose Mark as personal, or
• Open the transaction and set Business or personal to Personal (excluded).

The transaction moves to the Excluded tab and its category reads Personal. To bring it back, open the row menu and choose Include as business.

If only part of a transaction is personal, split it and mark one part as personal.

Add a class

Classes let you track income and spending by client, project, location or anything else you set up. Each transaction can have one class.

1. Click the Class cell in the row, or choose Add class from the row menu.
2. Pick a class. Sub-classes sit under their parent, for example Clients › Acme Corp.
3. Click Save.

Choose No class to remove one. A transaction without a class shows under Unclassified in Profit & Loss by Class. To use more than one class on a transaction, split it and give each part its own class.

Common questions

Tabby keeps choosing the wrong category for one vendor

Fix one transaction, then tick Also categorize new transactions in the dialog that follows. That creates a rule for the vendor.

Updated on: 07/10/2026