What Each Column Means in the Categorization Modal

The modal is not just a prettier spreadsheet row. Each field has a specific job — and mixing them up is where most categorization mistakes actually come from.

Reference 6 min read Categorization Modal Field Guide

Understand all 9 fields in the modal row

Know which fields affect reports differently

Use Personal vs. Business/Special correctly

Know when and how to use Memo

Interactive Field Explorer

Click any field in the modal row below to see exactly what it does and when to use it.

Categorization Modal — Transaction Row

Personal Category and Business / Special are not interchangeable. They drive different report sections. Using Business/Special on personal transactions — or vice versa — creates reporting errors that can take time to untangle.

"Once you understand what each column is actually responsible for, categorization becomes much calmer. You stop guessing where things go and start using each field for the job it was built to do."

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