{"id":30339,"date":"2026-08-12T14:19:33","date_gmt":"2026-08-12T14:19:33","guid":{"rendered":"https:\/\/synder.com\/help\/?p=30339"},"modified":"2026-08-12T15:41:29","modified_gmt":"2026-08-12T15:41:29","slug":"how-to-assign-xero-tracking-categories-using-smart-rules","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-assign-xero-tracking-categories-using-smart-rules\/","title":{"rendered":"How to Automatically Assign Xero Tracking Categories Using Smart Rules"},"content":{"rendered":"\n

Overview:<\/strong><\/p>\n\n\n\n

    \n
  1. What tracking categories are in Xero<\/a><\/li>\n\n\n\n
  2. Before you start<\/a><\/li>\n\n\n\n
  3. Step 1: create the tracking category in Xero<\/a><\/li>\n\n\n\n
  4. Step 2: build the rule in Synder<\/a><\/li>\n\n\n\n
  5. Tag every line or just one line<\/a><\/li>\n\n\n\n
  6. Good to know<\/a><\/li>\n<\/ol>\n\n\n\n
    \nSynder can tag your synced transactions with Xero tracking categories<\/strong> automatically, based on conditions you set — the amount, the description, the customer, and more. Below, this guide shows you how, step by step.

    Also, if you are coming from QuickBooks, tracking categories are the Xero equivalent of classes<\/strong> and locations<\/strong>.\n<\/div>\n\n\n\n

    What tracking categories are in Xero<\/strong><\/h2>\n\n\n\n

    In short, tracking categories<\/strong> are Xero’s built-in way to segment your books. You name them to fit your business \u2014 Department, Product Line, Cost Centre, Region \u2014 and then tag transactions with them.<\/p>\n\n\n\n

    Tagged transactions let you run a segmented Profit and Loss report. You can compare departments or locations side by side, and your chart of accounts stays clean.<\/p>\n\n\n\n

    However, Xero sets two limits:<\/p>\n\n\n\n