Change a transaction's category
Click the transaction, pick a new Category in its panel, and tick Always categorize this vendor this way if you want a rule. Changes in open months apply at once.
Steps
Step 1: Fastest: on Transactions, click the row's Category and pick the new one right there. The panel stays closed, so you can go down a long list.
Step 2: Or click the row. The side panel opens.
Step 3: Pick the right account in Category. For an uncategorized row, press Use and the suggestion to accept it.
Step 4: Tick Always categorize this vendor this way to make a rule for next time.
Step 5: Press Apply to N similar to preview and change the same vendor's other transactions, then press Apply.
Step 6: To rename the vendor, edit Vendor at the top of the panel. Future payments from that payee get the new name too, and the panel lists the payee's other transactions (every Zelle payment to the same person, every deposit from the same company) with a box beside each: untick any that shouldn't change, then press Apply.
Good to know
- Every change shows a toast with Undo, and ⌘Z undoes the last one.
- In a closed month, a new category needs an owner. Owners apply it at once; anyone else's change goes to Approvals.
- Checks: the bank names a check only by its number, so Accountable matches checks by amount. Name the check (say, the person it paid) and pick its category, then press Apply to N checks of about $2,194.29 to move and name the checks within $1.00 of it. Tick Always categorize checks of about $2,194.29 this way and the next ones are done for you.