Skip to main content

How do I categorize a transaction in looch?

The looch activity feed lets you confirm or change a transaction’s category and contact before marking it 'Entered' for your reports.

Written by Chelsea

The looch activity feed lets you categorize a transaction, change a transaction category, or split a transaction across categories before you enter it. For each 'Not entered' transaction, looch AI provides an auto-suggested category, while an 'Entered' transaction has a category you’ve reviewed and confirmed or changed. A looch transaction marked 'Entered' is included in your financial reports with its confirmed category, while a 'Not entered' transaction can be included with looch AI’s auto-suggested category.

Last verified: September 30th, 2026.

You can review the category and enter the transaction

  1. In the nav bar, go to Cash, then Activity. Transactions that still need your review read 'Not entered'.

  2. Tap the transaction to open 'Spent money' or 'Received money'.

  3. Check the 'Contact' row, then tap it to choose a different contact if it’s wrong.

  4. Tap the category card to open 'Spent money:Category' or 'Received money:Category'.

  5. Tap the category you want. looch applies it and returns to the transaction.

  6. Tap 'Enter'. The button changes to 'Entered'.

The Activity screen in the looch app shows 84% Entered and transactions marked Not entered or Entered.
The Spent money screen in the looch app shows a transaction with a dashed category card and the Split and Enter buttons.
The Spent money:Category screen in the looch app shows the Suggested filter and a list of suggested categories.
The Spent money screen in the looch app shows the category card with a solid outline and the Entered button.

Categories and entry states work together

  • With the category list’s 'Suggested' filter on, the list shows suggested categories. To see every category, tap 'Suggested', then 'Clear & close'. The pill then reads 'All categories', with a search button beside it.

  • An entered transaction’s category and contact are locked. Tap 'Entered' to mark it 'Not entered' before changing either one.

  • Tap 'Split' to add another category to the same transaction. Under 'Split category', tap 'Edit amount' to set how much goes to each category. You can also use 'Remove category' or 'Change category'.

  • A pending transaction can be entered before it settles. After you tap 'Enter', the button reads 'Enter once settled'.

  • If 'Prior year’s books' appears, looch asks you to consult your CPA before making changes if you’ve already filed a tax return for that year. Tap 'Cancel' or 'Proceed'.

  • A Seller or Employee sees 'Submit' instead of 'Enter'. The transaction stays 'Submitted' until a Manager or Executive updates it to 'Entered'.

The looch pricing page lists the accounting suite and what’s included. The accounting from your phone guide covers what founders can do from a phone.

Common questions about transaction categories

How do I change the category on a transaction I already entered?

A looch transaction marked 'Entered' has its category and contact locked. Tap 'Entered' to mark it 'Not entered', then change the category or contact and enter it again.

Can I put one transaction in two categories?

A looch transaction can be split across categories. Tap 'Split', then use 'Edit amount' under 'Split category' to set each category’s share.

Why does my app say 'Submit' instead of 'Enter'?

looch shows 'Submit' to a Seller or Employee. The transaction is marked 'Submitted' until a Manager or Executive updates it to 'Entered'.

Can I enter a transaction that’s still pending?

looch lets you enter a pending transaction before it settles. After you tap 'Enter', the button reads 'Enter once settled'.

Is there a faster way to enter transactions from the activity feed?

The looch activity feed shows 'Enter' when you swipe a 'Not entered' transaction that has an auto-suggested category. Tap 'Enter' to confirm it without opening the transaction.

About looch

Get the most out of looch, the financial operating system for your business. looch is a mobile app available on the App Store and Google Play.

Did this answer your question?