Broad Categorization - Transaction Categorization

Modified on Tue, 3 Mar at 2:45 PM

Category

Sub-Category

Contributions

Charities

 

Political and Civic Organizations

 

Other Contributions

Education

Tuition and School Fees

 

Other Education

 

Student Loan

Entertainment

Amusement and Attractions

 

Gambling

 

Events

 

Other Entertainment

Fees and Charges

ATM Fees

 

Cash Advance

 

Service Fees (includes NSF, Overdraft, Stop Payment, and Other fees)

 

Interest Charge (Overdraft and Other)

Food and Dining

Alcohol and Bars

 

Coffee Shops

 

Fast Food

 

Restaurants

 

Groceries

 

Other Food and Dining

Goods and Merchandise

Books

 

Children and Toys

 

Clothing and Accessories

 

General Merchandise (includes Convenience Stores, Department Stores)

 

Electronics and Computers

 

Furnishings and Appliances

 

Health and Beauty

 

Home and Garden

 

Internet Purchases

 

Specialty Stores

 

Sporting Goods

Health and Lifestyle

Child Care

 

Dental Care

 

Gym / Fitness

 

Medical Care

 

Pet Care

 

Vision Care

 

Other Health and Lifestyle

Home Expenses

Mortgage

 

Home Improvement

 

Rent

Income

Government (includes Child Support, Disability, Social Assistance, Unemployment, and Other)

 

Wages and Salary (includes Payroll and Military Payroll)

 

Pension (includes standard and Military Pension)

 

Child Support

 

Dividend

 

Gig Work

 

WSIB Income

 

Tax Refunds

 

Other

Miscellaneous / Miscellaneous Expenses

Check

 

Tax Payments

 

Cash Withdrawal

 

BNPL Payments (Buy Now Pay Later)

 

Insolvency Loan

 

Micro Loan

 

Other Loan

Miscellaneous Income

Deposit

 

Cash Advance

Services

Legal Services

 

Government Services

 

Printing and Shipping

 

Other Services

 

Insurance

Subscription

Auto Subscription

 

Delivery Subscription

 

Financial Subscription

 

Grocery Subscription

 

Media Subscription

 

Product Subscription

 

Service Subscription

 

Other Subscription

Transfers and Adjustments

Credit Card Payment

 

Balance Adjustment

 

E-Transfer

 

Internal Transfers

 

External Transfers

 

Other Transfers and Adjustments

Travel and Transportation

Air Travel

 

Auto Rental

 

Auto Repair and Maintenance

 

Auto Loan

 

Gas and Fuel

 

Ground Transportation

 

Hotel and Lodging

 

Parking and Tolls

 

Public Transit

 

Sea Travel

 

Other Travel and Transportation

Utilities

TV / Internet / Phone

 

Water / Gas / Electricity / Sewage






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