Categorizing Transactions - Mobile

  • Updated

In this article:

The mobile app automatically categorizes each transaction for you, and it usually gets it right. Your trips to the grocery store will be categorized as “Groceries,” your trip to Subway will appear as “Fast Food,” and stopping at a Chevron to fill up your tank will be marked “Gas.”

However, sometimes the app can’t categorize something, like ATM visits or other ambiguous transactions. In these cases, the app marks them as “Uncategorized.” It’s up to you to put them in the right place.

In other cases, you may want to place something in a more specific category or move it from one place to another to match your personal preferences. That’s fine, too.

Getting things in the right category not only helps the app work better, it will help you know where you spend your money and improve your finances.

Fixing uncategorized transactions

  1. From the Dashboard, scroll to the Transactions panel and tap View All Transactions.

  2. When there are uncategorized transaction, you'll see a notification at the top of the Transactions screen. If you see the notification, tap it. 
    Screenshot_20211220-092332.jpg

  3. A list of uncategorized transactions appears. Select one to bring up the details window.

  4. Tap Category. The button should say "Uncategorized."
    Screenshot_20211220-092513.jpg

  5. Select a category for that transaction.

    If you’d like to be more specific, tap the expand icon on the right to show subcategories. You can create a new subcategory by tapping Add New Subcategory and then giving it a name.

    To hide subcategories, tap the “x” to the right of the main category.

    Screenshot_20211220-092607.jpg
  6. When you select a category, a box may pop up asking if you’d like to apply this category rule to similar transactions, past and future. Tap Apply To All if you’d like to accept the category rule, or This Time Only to apply it to only this transaction.

    Note: To manage category rules, click the menu icon in the top-right of the app, choose Settings, then select Transaction Rules.

Recategorizing a transaction

  1. From the Dashboard, scroll to the Transactions panel and tap View All Transactions.
  2. Select a transaction from the list to bring up its details.

  3. Tap Category. The button will be labeled with the currently assigned category.

  4. On the categories screen, select a new category for that transaction.

  5. When you select a category, a box may pop up asking if you’d like to apply this category rule to similar transactions, past and future. Tap Apply To All if you’d like to accept the category rule, or This Time Only to apply it to only this transaction.

    Note: To manage category rules, click the menu icon in the top-right of the app, choose Settings, then select Transaction Rules.

 

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?