> For the complete documentation index, see [llms.txt](https://avery.gitbook.io/avery-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://avery.gitbook.io/avery-docs/publish-your-docs.md).

# Categorize your transactions

Once you've linked your bank accounts you can categorize. You can watch the full video from Tom or follow step by step.

## Video Walkthrough from Tom

{% embed url="<https://www.loom.com/share/6059d970b79e47249e7669e035b92758?sid=1ff2fe15-6c85-431b-8362-174de979d619>" %}

### Set up your own categories

You can set up your categories by editing the expense items in the ***Budgeted Expenses - Estimate*** sheet. When you change these categories and add new ones (insert monthly expense), the categories will be copied over to Avery\_Categories and be available to create match pattern rules.

<figure><img src="/files/7Mrg0ghmRRMbVFE8qLgt" alt=""><figcaption></figcaption></figure>

Once you have your categories set up, the next step is categorizing the rest of the transactions, you can do this in 3 ways.

1. Manually update the category by selecting in the dropdown
2. Setting up your categorisation rules and running a categorisation.
3. Using the AI autocat to categorize the transaction.