Answering your transaction questions & creating rules
Find your questions, categorize a vendor once, and let a rule handle every future transaction automatically.
Answering your transaction questions & creating rules
As your bookkeeper works through your transactions, a few will need your input — only you know that "Quick Stop" was fuel, or that a transfer went to your personal account. Uplinq surfaces these as questions for you to answer. Answering them is the main thing we'll ask of you during onboarding, and it's quick.
Open the Transactions tab from the left-hand menu, then look for the Questions view (toward the top-right). It's easy to miss the first time — once you know where it is, you'll breeze through it.
Two kinds of questions
- Recurring questions group many transactions from the same vendor (for example, 40 charges from "Quick Stop"). Answer once and we'll apply your answer to all of them.
- Single transactions are one-off items flagged for review that don't fit an existing pattern.
Answering a question (and creating a rule)
When you open a question, you'll usually see a suggested category and two ways to respond:
- Always categorize as… — pick the right category and confirm. This does two things at once: it categorizes every matching transaction, and it creates a rule so future transactions from that vendor are handled automatically.
- Submit a one-time answer — use this when a transaction is a one-off and shouldn't set a pattern.
When you choose "Always categorize as…", the rule applies to past matching transactions and every future one. Our system learns from your answer, so the same question won't keep coming back.
Requesting a category that doesn't exist
If the category you want isn't in the list, you don't need to hunt for the perfect match. Leave a comment on the transaction — for example, "Please create a category called Trailer Transportation" — and your bookkeeper will add it and apply it.
Why answering matters
Every answer trains your books to run themselves. Early in onboarding you may have hundreds of questions; as you answer them and rules build up, the number drops quickly and your reports get accurate. If a transaction sits uncategorized with no comment, your bookkeeper has no way to know what it is — so even a one-word comment keeps things moving.
You can't directly re-categorize a transaction yourself, but you can always leave a comment asking us to move it. Here's why it works that way: Comments, questions & rules.