To re-categorize a transaction:
Step 1 - Locate your transactions
- Navigate to the transactions section.
- Select the transaction you would like to modify
Step 2 - Choose a category
Tap or click on the current selection and select a new category from the available options.
Step 3 - Apply Categories
Choose whether you would like to update the transactions for:
- All Transactions (will perform an exact match on the merchant name)
- This Transaction Only