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Change the category of a transaction

Discover how to tailor your budget to your needs

Written by Pierre-Luc Schaming

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

💡 You can also create, edit and delete your own categories and subcategories.

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

On Web

  1. Go to your Budget tab and display the transactions (via See all or a category)

  2. Tick each transaction you want to recategorize

  3. In the Multiple selection side panel, click Change category

  4. Select the new category you want. You're all set!

On the app

  1. Head over to the Budget tab and display the transactions

  2. Long-press a transaction, then tap the other transactions you want to recategorize

  3. Tap Edit and then Recategorize

  4. Select the new category you want. You're all set!

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