Payments & Transactions: Categorisation


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Tide’s categorisation tool enables you to keep track of payments and invoices, and helps classify transactions to meet accounting obligations. Tide remembers how certain types of transactions are categorised, and has the ability to auto-categorise similar transactions for you.

Each category is colour-coded to allow you to understand your statement at a glance.

This section covers the following topics:

Categorising new payments
Changing categories of past transactions
Categorising your invoices
Editing your saved categories
Managing your auto-categorisation rules


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Guide to Tide: Contents
Changing categories of past transactions
Guide to Tide: Table of Contents