Simple Bank Transaction Categorization

Question

Is there a simple/fast way to categorize transactions in Odoo Accounting?

Simple example: I go to Starbucks, and I buy a coffee. That gets imported into Odoo via bank transactions, and then I want to be able to easily mark that as "Meals and Entertainment" which will show up on my P&L.

Any idea how to do this?

Ray Carnes (ray) · Answer

During Bank reconciliation you can choose any Expense Account from your Chart of Accounts via the Manual Operations tab, and create Reconcilation Models for frequently used expense accounts - meals, transportation, office supplies, etc - so you can use a single click to classify your bank and/or credit card payments.
https://www.odoo.com/documentation/18.0/applications/finance/accounting/bank/reconciliation.html#manual-operations [1]

[1] https://www.odoo.com/documentation/18.0/applications/fin

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