From where I can do my categorization process?
There is more than one way to categorize uncategorized transactions:
From Home Screen: If you have uncategorized transactions, a clickable disclaimer will appear on the top of your Home screen.
From Account screen.
From Transaction Details Screen.
From Home Screen
Tap on the categorization disclaimer card.
Check the details of all transactions from that merchant.
If you tap on a category, all transactions from that merchant will be categorized by what you selected. It will be the default category, and you will be directed automatically to the next uncategorized transaction.
If you have more than one uncategorized transaction for a merchant, and you want to categorize one or more of these transactions with a different category (different from the default category), then you just simply tap on that specific transaction from the list then categorize it.
Checking the Save this for all future transactions will make all transactions you receive from that merchant follow the default transaction you chose.
The categorization process will not be completed until you tap on Save categorization.
From Account Screen
Tap on Account in the navigation menu.
In the setting list, tap on Uncategorized Transactions.
Check the details of all transactions from that merchant.
If you tap on a category, all transactions from that merchant will be categorized by what you selected. It will be the default category, and you will be directed automatically to the next uncategorized transaction.
If you have more than one uncategorized transaction for a merchant, and you want to categorize one or more of these transactions with a different category (different from the default category), then you just simply tap on that specific transaction from the list then categorize it.
Checking the Save this for all future transactions will make all transactions you receive from that merchant follow the default transaction you chose.
The categorization process will not be completed until you tap on Save categorization.
From Transaction Details Screen
Tap on the transaction that needs to be categorized ****from the transaction list.
Tap on the categorization disclaimer card.
Select the category of your transaction.
Saving the checkbox will make your selected category the default for this all future transactions from this merchant.
Tap on Save to apply the changes