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How to assign a transaction to a different category?

You can change the category assigned to a transaction by following these steps:

  • Locate the transaction you want to reassign.
  • Select the category displayed.
  • Choose the category from the list, or add a custom category.
  • If you want all transactions from this merchant to be reassigned to a new category in the future, select 'All from this merchant'. Otherwise, select 'Only this transaction'.