Your spending is automatically categorized with intelligent merchant-mapping – but sometimes this categorization can misfire. Making sure your transactions are correctly categorized improves the accuracy of your budget and insights.

You can change the category of a transaction by heading to Spend and tapping on the transaction you wanna change. Tap its current category to change it (you can even make custom categories).

You can also exclude transactions from your budget, insights, and Roast by categorizing them as excluded.

If you wanna hide a whole bank account, you can manage which bank account transactions appear from Manage accounts.

Your accounts should automatically update your account twice daily. It's possible your balance looks wrong because you have an account visible that you don't want to be calculated into your budget.

Go to Spend and tap Manage accounts to sort that out.

Is one of your accounts disconnected? If you need to reconnect your account, you'll get a notification and a banner will appear across the top of your screen. Tap Reconnect now and follow the Plaid reconnection flow to fix it.

If some of your personal details are wrong, you can update them from your profile (in the top left corner of your screen). Tap Your details and edit from there.