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.

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  • 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.

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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.

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