How to re-categorise a transaction

To change the category for a specific transaction, or for a set of similar transactions (from the same merchant) simply follow these steps:

1. Tap the Transactions tab

2. Find the transaction and tap on it to open the transaction details page

3. From here you can view the current category the transaction is organised in

4. To change this, tap Edit and you’ll be prompted to select a new category

5. Then, tap either Apply to similar transactions to organise this transaction plus similar ones from the past and future in the new category


Apply to just one transaction to simply change this individual transaction (and none from the past/ future)