If you have an individual transaction from an institution or merchant that also use for non-bill payments,(for instance, using Venmo to pay rent, or a recurring cash payment), you would need to rename the individual transaction.
To do so, please follow these steps precisely:
- Go to Overview > 🔍and select the transaction that you'd like to renamel
- Click the pencil next to the transaction's name and rename it
- Make sure the category is listed correctly
- If relevant, press the button for bill and switch the toggle next to "Is this a recurring bill?"
If you are renaming a bill, when you see a similar transaction, you can rename it to the exact same name, and it will appear as "Paid" in your bills section.
*If your bill is one part of a larger transaction, you'd need to split the transaction (include link for split transaction)