When looking through your transactions for the month, you have the option to view any of your transactions by category and see where you're allocating your funds each month.
If you would like to re-categorize a single transaction
- Go to the Overview tab (📊).
- Under "Recent transactions," tap "See all transactions."
- Search for and select the relevant transaction.
- Under "Details," select the correct category to re-categorize the transaction.
Transactions your bank has marked as pending will not display an option to re-categorize only that transaction. Please wait until this transaction is no longer marked as pending by your bank before attempting to re-categorize.
If you would like to re-categorize all transactions from a merchant
- Select a transaction from the merchant you would like to re-categorize.
- Tap the "Category" option under details.
- Select the category you would like to assign to it.
To see all uncategorized transactions to quickly categorize them
- Go to the Overview tab (📊).
- Under "Recent transactions," tap "See all transactions."
- Tap the "Category" button.
- Tap "Unknown."
