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How do I add or change transaction categories?
How do I add or change transaction categories?

Can I recategorise transactions? How do I make my own category? What about excluding?

Written by Roisin Allum
Updated over a week ago

How do I change a transaction category?

  • Go to Spend

  • Tap on the transaction whose category you wanna change

  • Tap its current category to assign it a new one

You'll be asked if you wanna change the category for all transactions for this merchant, or just as a one-off.

How do I exclude a transaction from showing up in my transaction list?

  • Head to Spend

  • Tap on the transaction to reveal its category label

  • Tap the category label and select Excluded

What about recurring transactions or payments?

You can flag transactions as recurring as in your transactions list.

  • Go to Spend

  • Tap the recurring transaction

  • Tap the Recurring payment switch

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