📌 How category assignment works
There are three key behaviours to know:
1. Adding a vendor under a category
If you add a vendor directly under a specific category in your Budget section, it will stay in that category. Simple and straightforward - the vendor lives where you placed it.
2. Adding a payment first (through the Payments section)
If a payment is created first - either with or without a category - through the Payments section (not the Budget), the vendor will take on the category of that payment. This means if the payment has no category assigned, the vendor may end up appearing as Uncategorised in your budget.
3. Updating a payment category
If you add a vendor under a category first, then add a payment and later change the payment's category, the vendor will follow the payment and move to the new category. The payment category takes priority.
🔧 How to fix an Uncategorised vendor
If a vendor is showing up as Uncategorised, it's likely because a payment was created before the vendor was properly assigned to a category. To fix this:
Go to the Payments section
Find the payment linked to that vendor
Update the category on the payment to the correct one
The vendor will automatically move to the correct category in your budget
💡 Pro Tip: To avoid vendors ending up as Uncategorised, always assign your vendor to a category in the Budget section before creating any payments for them.