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:
- Select the transaction you would like to re-categorize.
- Tap the "Category" option under details.
- Tap the "transaction" button on the top of the screen.
- Select the category you would like to assign to it.
Note: 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:
- Tap the overview button on the bottom of the screen.
- Tap the magnifying glass (🔍) in the upper left hand corner.
- Tap the category button.
- Tap "Uncategorized."