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Change the category of a transaction
Change the category of a transaction

Discover how to tailor your budget to your needs

Pierre-Luc Schaming avatar
Written by Pierre-Luc Schaming
Updated over a week ago

You can change the category of a transaction on both Web & App.

💡 Good to know: we're working on the possibility of creating intelligent rules to categorize all transactions with identical wording. Participate in the creation of this feature here.

Change category on Web

  1. Go to your Budget tab

  2. Select a transaction, then click on the category

  3. Select the new category you want (or create a new one)

  4. That's it!

Change category on app

  1. Head over to the Budget tab

  2. Select a transaction, then the category

  3. Select the new category you want (or create a new one)

  4. You're all set!

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