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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 month ago

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

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!

Edit the category of multiple transactions at once

💡 This process is similar on both the mobile app and the web platform.

  1. Head over to the Budget tab

  2. Select the category and click on the transactions you want to recategorize

  3. Click Edit and then Recategorize

  4. Select the new category you want

  5. You're all set!

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