Editing Transactions

Editing Transactions


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 graphs and trends super accurate.

When you do this, you can specify whether you'd like the change applied to future transactions with this merchant or just the one you're editing. If you note that you'd like it changed on future transactions, we'll try to automatically apply the category or merchant name you entered whenever we process a new transaction with that merchant.

To change the category:

  1. Click Change next to the assigned category. Editing transactions 1
  2. Select a new category.Editing transactions 2
  3. You can choose whether you'd like to make this change to all future transactions with this merchant, or just this one. Engram 1
  4. Click Save.

To change the merchant name:

  1. Click Edit.
  2. Update the merchant name. Editing transactions 4
  3. You can choose whether you'd like to make this change to all future transactions with this merchant, or just this one. Engram 2
  4. Click Save.

Can I create my own categories, or split one transaction into multiple categories?

Not at the moment. We've recieved a few requests for these features, though, and we're definitely exploring the possibility of offering them in the future.

Adding a memo or image

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

To add an image, click "More Edits" in the lower left of the transaction details screen. On the next page, you can drag and drop or upload an image of your choice.

Hashtags

If you add hashtags, like #cash or #happyhour, to your memos, you'll be able to categorize them more deeply. Click on them 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 graphs and trends super accurate.

  1. Tap on the transaction to bring up the details. description
  2. You can tap on the transaction name to edit it. If you'd like, you can have your edits applied to all future transactions with this merchant. 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. You can also choose whether you want future transactions with this merchant to automatically come through with this category. description

Can I create my own categories, or split one transaction into multiple categories?

Not at the moment. We've gotten a few requests for these features, though, and we're definitely exploring the possibility of offering them in the future.

Adding a memo or image

You can add a memo to any transaction by tapping "Add notes, #hashtags, and emjois here". This is a good place to jot notes, like what you bought or how you felt about the purchase. Once you tap on a transaction you can also add an image or attach a document.

Hashtags

If you add hashtags, like #cash or #socializing, to your memos, you'll be able to categorize them more deeply. Search for the hashtag 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 graphs and trends 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

Can I create my own categories, or split one transaction into multiple categories?

Not at the moment. We've gotten a few requests for these features, though, and we're definitely exploring the possibility of offering them in the future.

Adding a memo or image

You can add a memo to any transaction by tapping "Add notes, #hashtags, and emjois here". This is a good place to jot notes, like what you bought or how you felt about the purchase. If you tap on the blue paper clip in the upper right corner of the edit screen, you can also attach a photo or document.

Hashtags

If you add hashtags, like #cash or #socializing, to your memos, you'll be able to categorize them more deeply. Search for the hashtag to instantly bring up all the transactions with that tag.

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