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.