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How do I recategorise my transactions?
How do I recategorise my transactions?
Michael Stephens avatar
Written by Michael Stephens
Updated over a week ago

You may wish to recategorise your transactions to better reflect your budget. To recategorise a transaction in just a few simple steps, follow these instructions:

  1. Locate the 'Recent Transactions' section, which can be found near the bottom of the Home Screen, just above 'Bills.'

  2. Select the transaction you wish to recategorise.

  3. Find the current category assigned to the transaction and select it.

  4. Choose the new category you wish to apply to the transaction.

  5. If you want to apply the new category to other transactions, you can choose to apply it to all, past, or future transactions.
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By following these steps, you can easily update the category of any transaction in your account, providing you with greater control and clarity over your finances.

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