Use the feature to all uncategorized transactions or spending. The list of categories are pre-defined by the PFM service provider and your user will not create new custom categories. You can assign any category to the uncategorized transactions if required. This feature is applicable only in an online banking application.

You can do the following:

• Click View Uncategorized Transactions from the PFM home page.
• The uncategorized transactions list is represented as rows with the following details: Date, To, Description, and Amount
• Click the down arrow to view additional details about the listed transaction if required. The details shown are From Account and To Account.

The list is sorted by date (most recent transaction on top).

To categorize any uncategorized transaction, do the following:

• Click Bulk Update.
• Click the down arrow to view additional details about the listed transaction if required. The details shown are From Account and To Account.
• Select the required transactions.
• Click Assign Category.
• Select the required category from the Categories list in Assign Category.
• Click  Assign.

Assigning a category will move the selected transactions to the respective categories and the same will get reflected in the monthly spending charts.

If the PFM back end rejects a user's attempt to map the transaction to the category, show an appropriate alert message and keep the user on the same screen so that the user can try again to map the transaction to another category.