How to categorize or split a transaction
Put a transaction in the right category, split one purchase across several, or rename a category.
Anyone who sees the money. Renaming a category is for the owner and admins.
- 1
Go to Transactions. One without a category shows a suggestion and a “Choose a category” dropdown right in the list.
- 2
Or tap the transaction, change “Category”, and press “Save changes”.
- 3
To split it, for a store run that was part groceries and part household, tap it and press “Split it across categories”. Give each part a category and amount until it says “Adds up”, then press “Save split”.
- 4
To rename a category, go to Budget, tap the category, and press “Rename”.
Worth knowing
- A pending transaction can be split once it posts.
Related
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