# Categorize, match, and mark Done

Match, categorize, split, tag, attach receipts, and mark transactions Done.

**Transactions** is the main place to work. It shows all activity from all accounts in one list: bank lines, [bills](https://rightobooks.com/help/bills-and-receivables.md), receivables, transfers, and journal entries. Use the filters to see one account, a date range, a category, a tag, or only the items that need attention.

Select a row to open its details. The list stays usable while the details are open. Press J and K to move between rows.

## For each bank line

1. **Match first.** If the line pays a bill, collects a receivable, is one side of a transfer, pays a credit card, or is an entry that you already recorded, choose the suggested match. A match links the bank line to the record, so the income or expense counts one time only. Righto shows why it suggests each match. Check it before you accept it.
2. **Transfer.** If the money moved between two of your own accounts, mark it as a transfer. A transfer is not income or an expense.
3. **Categorize.** Otherwise, choose a category, such as Software & Hosting or Service Revenue. To divide one amount across more than one category, split it. The parts must add up to the bank amount exactly.
4. **Owner money and loans.** Money that you put in or take out is an owner contribution or an owner draw, not income or an expense. Loan money and loan principal payments go to a loan account. See [Transfers, owner money, and loans](https://rightobooks.com/help/transfers-and-owner-money.md).

## Add details (optional)

- **Vendor or customer**: who you paid or who paid you.
- **Tags**: labels for reports, such as a project or a client. Tags do not replace categories.
- **Notes**: why you chose this treatment.
- **[Attachments](https://rightobooks.com/help/attachments-and-records.md)**: receipts, bills, contracts, or other documents. They stay inside the encrypted file. A missing receipt never stops you.

## Mark Done

Press D or choose **Mark Done** when the transaction is correct. Done means that you checked it. It is not the same as reconciled: see [Reconcile an account](https://rightobooks.com/help/reconcile.md). You can open a Done transaction and change it at any time. Righto keeps the history.

## Always categorize this way

When you categorize a line, you can choose **Always categorize similar transactions** to make a rule from it. See [Rules](https://rightobooks.com/help/rules.md).