How do I categorize/recategorize a transaction?

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.