How to assign and adjust categories
Changing a transaction's category
You can easily re-categorise any transaction from its details screen. This is also where you can update all payments from a single merchant in bulk.
- Open the transaction you want to change
- Tap on the current category
- Select a new category from the list
Updating categories for similar merchants in bulk
After selecting the new category, a pop-up will ask you which transactions to move.
- All from this merchant: This option will re-assign the selected category to all past and future transactions from this specific merchant
- Only this transaction: This option re-assigns the category for this single transaction only
- Select your preferred option to confirm the change
Manually adding a transaction to a category
You can assign an existing, unassigned transaction to a category directly from the Category detail page:
- Go to 'Analytics' and tap the category you want to add a transaction to
- Tap 'Manage' on the category detail page
- Select 'Add transaction'
- Select the unassigned transaction(s) from the list and tap 'Confirm'
Excluding categories from spending
- Go to 'Analytics' and tap the category you want to exclude
- Tap 'Manage' and select 'Exclude from spending'
- Tap 'Confirm'
- The category will then appear under the 'Excluded' list on your main Analytics screen