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Editing Transactions

For the most accurate info, select your account’s partner bank.

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Your partner bank is in your card number.

Check the first two digits: “40” means BBVA Compass, “48” means Bancorp. You can also sign in to Simple and check your “Account Numbers” screen.

How do I edit the merchant name or category for a transaction?

When you make a transaction, we'll automatically try and categorize it, using information we get from the merchant's card reader.

If that information is missing, or hard to read (or you happened to buy candy at the gas station, rather than gas), you can easily re-name or re-categorize the transaction. This way, you can keep your spending Reports super accurate.

  1. Click on the transaction, and then select the Edit button from the menu that pops up.
  2. From this screen, you can edit the name for the transaction, or click on the category (in this case, "other shopping," to pick a new one).
  3. Hit Save to preserve your changes.

Adding a memo or hashtag

You can add a memo to any transaction from the edit screen. This is a good place to jot notes, like what you bought or how you felt about the purchase.

If you add hashtags, like #cash or #socializing, to your memos, you'll be able to click on them (hashtag search is web-only for now) to instantly bring up all the transactions with that tag.

How do I edit the merchant name or category for a transaction?

When you make a transaction, we'll automatically try and categorize it, using information we get from the merchant's card reader.

If that information is missing, or hard to read (or you happened to buy candy at the gas station, rather than gas), you can easily re-name or re-categorize the transaction. This way, you can keep your spending Reports super accurate.

  1. Click on the transaction, and then select the Edit button from the menu that pops up.
  2. From this screen, you can edit the name for the transaction, or click on the category (in this case, "unknown," to pick a new one).
  3. Hit Save to preserve your changes.

Adding a memo or hashtag

You can add a memo to any transaction from the edit screen. This is a good place to jot notes, like what you bought or how you felt about the purchase.

If you add hashtags, like #cash or #socializing, to your memos, you'll be able to click on them (hashtag search is web-only for now) to instantly bring up all the transactions with that tag.

How do I edit the merchant name or category for a transaction?

When you make a transaction, we'll automatically try and categorize it, using information we get from the merchant's card reader.

If that information is missing, or hard to read (or you happened to buy candy at the gas station, rather than gas), you can easily rename or re-categorize the transaction. This way, you can keep your spending Reports super accurate.

  1. Tap on the transaction to bring up the details. description
  2. You can tap on the transaction name to edit it. description
  3. Tapping on the category will bring up a list where you can search for and select a new one. Once you select a category, it'll be automatically saved.description

Adding a memo or hashtag

You can add a memo to any transaction from the edit screen. This is a good place to jot notes, like what you bought or how you felt about the purchase.

If you add hashtags, like #cash or #socializing, to your memos, you'll be able to click on them (hashtag search is web-only for now) to instantly bring up all the transactions with that tag.

How do I edit the merchant name or category for a transaction?

When you make a transaction, we'll automatically try and categorize it, using information we get from the merchant's card reader.

If that information is missing, or hard to read (or you happened to buy candy at the gas station, rather than gas), you can easily rename or re-categorize the transaction. This way, you can keep your spending Reports super accurate.

  1. Tap on the transaction to bring up the details. description
  2. You can tap on the transaction name to edit it. description
  3. Tapping on the category will bring up a list where you can select a new one. Once you select a category, it'll be automatically saved.description

Adding a memo or hashtag

You can add a memo to any transaction from the edit screen. This is a good place to jot notes, like what you bought or how you felt about the purchase.

If you add hashtags, like #cash or #socializing, to your memos, you'll be able to click on them (hashtag search is web-only for now) to instantly bring up all the transactions with that tag.

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