How to change a transaction's category

Change one transaction

Tap the transaction in the Transactions list to open its panel. In the panel, tap the category pill. It shows the current category name, or Assign category if there is none. Pick a category from the list. The change saves as soon as you pick it.

The list is grouped under Spending, Income, Transfer (internal) and Transfer (external). Type in Search categories… to find one.

If a transaction is split, the pill shows how many categories it has. It cannot change them from there.

On a computer

On a computer, the list is a table. Click the category name at the right of a row. It reads Uncategorized if none is set. The same category list opens. Pick one.

To change several at once, tick the boxes on the rows. A bar shows the count, for example "3 selected." Click Category in that bar and pick a category.

Set a payee rule

A payee rule makes future transactions from the same merchant name use one payee. Use it on a computer:

• Click the payee name in the row. If the row has no payee, click Assign payee ▾.
• Pick the payee from the list.
• Tick Create rule. The panel then says that future transactions matching the name will use this payee.
• To change matching past transactions too, tick Apply to past transactions.
• Tap Assign.

After you pick a payee, the Will categorize as line shows the category that payee gives its transactions. To use a different one, tap Change. Then tick Also save as this payee’s default category if you want that category kept for the payee.

On a phone, the list does not offer the payee picker. Open the transaction's panel instead. Tap Create rule from this transaction. The form has a Category (optional) field and shows what it would change before you save.

A change to one transaction does not change others. Use Apply to past transactions, or the bulk bar, to change more than one.