How do I edit the category of a transaction?

You can update the category of a transaction by selecting the specific transaction in the list of transactions for your account. Application specific steps to update the category for a single transaction are listed below:

Web Application:

1. Go to the My Accounts Panel and click on the account that contains the specific transaction you want to edit.
2. Find and click on the specific transaction.
3. Change the category by selecting it within the dropdown menu. 
4. Click the blue 'Save’ button.

A pop-up will appear asking if you would like to apply changes to future transactions (as well as the option to apply the same changes to past transactions).

• If you DO NOT want to change the category of any other transactions, click on 'No'.
• If you DO want to apply the changes to other transactions, we would recommend reading the following article first for more information on how these changes will be applied: Creating a New Rule for Transactions.

iOS:

1. Go to the Net Worth section and tap on the account that contains the specific transaction you want to edit.
2. Tap on the transaction you want to edit and then tap on 'Category' and choose the category you prefer.
3. Then tap on 'Save' in the top right-hand corner to save your changes.

A pop-up will appear asking if you would like to apply changes to future transactions (as well as the option to apply the same changes to past transactions).

• If you DO NOT want to change the category of any other transactions, click on 'No, just once'.
• If you DO want to apply the changes to other transactions, we would recommend reading the following article first for more information on how these changes will be applied: Creating a New Rule for Transactions.

Android:

1. Go to the Net Worth section and tap on the account that contains the specific transaction you want to edit.
2. Tap on the transaction you want to edit and then tap on 'Category' and choose the category you prefer.
3. Then tap on 'Save' in the top right-hand corner to save your changes.

A pop-up will appear asking if you would like to apply changes to future transactions (as well as the option to apply the same changes to past transactions).

• If you DO NOT want to change the category of any other transactions, click on 'No, just once'.
• If you DO want to apply the changes to other transactions, we would recommend reading the following article first for more information on how these changes will be applied: Creating a New Rule for Transactions.

You can edit multiple transactions at the same time by following the steps in this article: Edit Multiple Transactions.