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How do I categorize/recategorize a transaction?
How do I categorize/recategorize a transaction?
Updated this week

To categorize or recategorize a transaction simply:

  1. Go to the Bookkeeping tab in your dashboard

  2. Select the Transactions view

  3. Find the transaction you would like to categorize/recategorize

  4. Click on the transaction details arrow

  5. Click on the transaction category in the transaction details

  6. Select the new category from the drop-down list

If a transaction needs to be categorized you will see this transaction in the For Review section of the Transactions view.

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