How do I change the transaction category?

You can update a transaction's category in just a few steps:

1. Find the transaction on your Transactions page and click the dropdown arrow next to it.
2. Select the new category you want from the list.
3. Click "Apply" and your category change will be saved!

When you change a category, we'll also ask if you want to create a rule to categorize similar transactions the same way in the future. Just review the suggested transactions, and uncheck any that don't apply to this category before saving. You can also preview the transactions before applying the rule by clicking "Preview" before saving.

If you're looking to create custom categories, take a look at these instructions.

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