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
Select from the list of available options within "Category."

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¬†

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