How do I categorize a bank transaction to a product/service?

Hey there, @biltdfi. 

Thanks for reaching out to the Community for support. 

To use products and services with categories, you must first add them to a category. I've included some steps below that cover how to add existing products and services to a category. 

1. Go to the Sales menu, then select Products and Services.
2. Find the product or service you want to categorize.
3. Choose Edit from the Action column.
4. Pick the Category dropdown, then select one that fits this item. Or hit + Add new to create a new one.
5. Tap on Save and close.

That's all there is to it. Now you can add your category that contains the product and services to your transactions. Take a look into Group your products and services into different categories for additional details. 

Let me know if you have further questions or concerns. You can always reach back here any time you need a helping hand. Take care!