# 2: Categorization

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• Step 1: Viewing Transactions
• Step 2: Transaction Screen operations
• Step 3: Individual transaction categorization
• Step 4: Check Pricing Data
• Step 5: Set Up Categorization Rules
• Step 6: Set Up Contact-based Categorization Defaults (including "in-line" categorization)
• Step 7: Bulk Categorization
• Step 8: System Jobs