How can I allocate a transaction to a category in the Personal financial assistant?
You’ll find all the transactions that are not automatically allocated to a category in e-banking under "Budget > Overview > Not categorized transactions"
Click on the transaction that you want to allocate to a category. Select the desired category and sub-category and click on "Save".
Tip: you can also categorize transactions using the Mobile Banking app.
If you want the transaction to be automatically allocated in future, check the option "Use this category from now on".
Alternatively, you can create an assignment rule under "Settings > Manage rules". You have various criteria you can use to further define the rule.