Smart category suggestions in the GL picker
The category picker in Transactions now ranks the 3 best-fit accounts for each transaction as you type.
When you review a transaction in the AI Bank Transactions Center (sidebar → Transactions), the Category box is a smart GL picker.
Start typing and the dropdown shows ✨ Top suggestions: a maximum of 3 accounts ranked by how well they fit the transaction: whether money came in or out, what the description says, and which accounts you have used for similar transactions before. Below that, All matches lists every other matching account grouped by category, with an Asset / Liability / Income / Expense type badge on each row so you always know what kind of account you're posting to.
The more you categorise, the better the suggestions get. AkountFly remembers your habits per business.
Step-by-step
- 1Open the picker
On any transaction row or card, click the bordered Category box. It shows the current account with a coloured category dot and type tag.
Open the picker - 2Type a hint
Type a few letters (e.g. "rent" or "fuel"). The ✨ Top suggestions section shows up to 3 best-fit accounts for this transaction's direction and wording.
Type a hint - 3Or browse all matches
Scroll past the suggestions to All matches, grouped by category. Every account carries a badge like Current Asset or Liability so you can't mix up types.
Money-in transactions rank income and asset accounts higher; money-out ranks expenses and liabilities higher.Or browse all matches - 4Pick and continue
Click an account to select it. On the Review Needed tab the change is staged ("• Will apply on Approve"); on Completed it shows "• Unsaved" until you press Save.
Pick and continue