Setting up automated categorization rules

10 min

Review your uncategorized transactions

After connecting your bank and accounting platforms, navigate to Transactions → Uncategorized. VissoraX will have already auto-categorized anything it recognizes from its trained model — the remaining items need your input.

Categorize manually to build patterns

Click any transaction and assign it a category from your chart of accounts. Check 'Apply to similar transactions' to create a pattern-based rule — all past and future transactions matching that merchant, amount range, or description will be auto-categorized the same way.

Define explicit rules for edge cases

Go to Settings → Categorization Rules for fine-grained control. Rules support matching on merchant name (exact or partial), transaction description, amount ranges, and account source. Rules are evaluated top-down; order them from most specific to most general.

Set split rules for mixed-category transactions

Some transactions — like a single vendor that supplies both COGS materials and office supplies — need to be split across categories. Use the Split Transaction feature to define percentage or fixed-amount allocations. These splits can also be saved as automatic rules.

Review and improve over time

Check the Categorization Accuracy dashboard weekly for the first month. As Jarvis learns your patterns, the uncategorized queue shrinks to near zero. Flag any mis-categorizations immediately — each correction improves the model for your specific business.