Uncategorized Transactions

  • Updated

If the Transaction tool is not reasonably certain of which category a transaction belongs to, it may be left uncategorized. When you open your transactions list, you will be prompted to assign a category to these transactions.


  • Select No Thanks to ignore the prompt. It will appear again the next time you log in, if you still have uncategorized transactions.
  • Select Categorize to view and categorize the transactions.


Learn how to categorize transactions here.


To learn more about the Transactions tool, watch the quick clip here. 


Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

Was this article helpful?



Please sign in to leave a comment.