Change a transaction's category

Steps

1. 1

   Step 1: Open Transactions and click the row. The side panel opens.

2. 2

   Step 2: Pick the right account in Category. For an uncategorized row, press Use and the suggestion to accept it.

3. 3

   Step 3: Tick Always categorize this vendor this way to make a rule for next time.

4. 4

   Step 4: Press Apply to N similar to preview and change the same vendor's other transactions, then press Apply.

5. 5

   Step 5: To rename the vendor, edit Vendor at the top of the panel. Future payments get the new name too.

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.

Related articles

• Create and edit categorization rules
• Split a transaction across categories
• Categorize many transactions at once
• Undo a change