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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

Whilst WeMoney will automatically categorise your transactions from each of your connected accounts, you may wish to recategorise your transactions to best reflect your budget. To recategorise a transaction, simply follow the steps below:

  1. Open the WeMoney App;

  2. Select the 'Transactions' section, which is located at the bottom of the Home Screen;

  3. Search or select the transaction you would like to recategorise;

  4. Update the relevant information relating to that transaction (i.e., category, notes, recurring);

  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 same 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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