Transactions

How To Edit a Transaction's Details

1. Open the menu, select Transactions, then select a transaction.
2. On the transaction detail screen, make your desired changes:
   • To change the payee's name, select the payee's name at the top of the screen, enter a new name, and save your changes.
   • To change the transaction's category,
   • To change the transaction's date, select Date, select the month and day you want to change the transaction to, and then apply your changes.
   • To add or change a memo, select Memo, type your memo into the field, then save your changes.
   • To add or change a tag, select Tags, add a new tag or select an existing one, then apply your changes.

How To Fix an Uncategorized Transaction

1. Open the menu, then select Transactions.
2. A notification at the top shows your uncategorized transactions. If you select it, you'll see a list of all your uncategorized transactions.
3. Select an uncategorized transaction.
4. Select Category. The field will say Uncategorized.
5. Select a category for that transaction. If you’d like to be more specific, select the expand icon to show subcategories. You can create a new subcategory by selecting Add New Subcategory and then giving it a name.
6. When you select a category, a message may pop up asking if you want transactions at the same merchant to automatically have the same category applied to them for all past and future transactions. Select Apply To All if you’d like to accept the category rule, or This Time Only to apply it to only this transaction.

How To Recategorize a Transaction

1. Open the menu, then select Transactions.
2. Select a transaction from the list to bring up its details.
3. Select Category. The field will be labeled with the assigned category.
4. Select a new category for that transaction.
5. When you select a category, a message may pop up asking if you want transactions at the same merchant to automatically have the same category applied to them for all past and future transactions. Select Apply To All if you’d like to accept the category rule, or This Time Only to apply it to only this transaction.

How To Flag a Transaction

Flagging allows you to mark a transaction as important. It will show a flag underneath that transaction on the screen where all transactions are listed. It doesn’t alert anyone except you about the transaction.

1. Open the menu, then select Transactions.
2. Select a transaction.
3. Select the flag icon. It will turn yellow when it's flagged.
4. To unflag the transaction, select the icon again.

How To Hide a Transaction

Hiding a transaction will ignore that transaction in other features like Budgets and Net Worth. The transaction won’t be deleted and can be unhidden later.

1. Open the menu, then select Transactions.
2. Select a transaction.
3. Select Hide Transaction.
4. To confirm, select Hide.

How To Split a Transaction

Splitting a transaction lets you put part of it in one category and part in another, like a Costco transaction that you split into “Groceries” for the food portion and “Electronics” for that TV you bought.

1. Open the menu, then select Transactions.
2. Select a transaction.
3. Select Split Transaction.
4. To split it into more than two, select Add another split.
5. Select Category to select a category for each part of the split.
6. Enter an amount for each part of the split.
7. Select Save.

Each split will now appear as its own categorized transaction.

How To Edit a Transaction Rule

1. Open the menu, then select Settings.
2. Select Transaction Rules.
3. In Transaction Rules, select Change Payee To and type in a new name.
4. Select Change Category To and select a new category.

How To Delete a Transaction Rule

1. Open the menu, then select Settings.
2. Select Transaction Rules.
3. Select a rule.
4. Select the delete icon.
5. Select Delete.

note

Deleting a rule will not affect any past transactions that have already been categorized by that rule.