Categorise and edit your transactions
Categorise or edit your transactions straight from the mobile app!
From the transactions tab, select any transaction to make changes, add notes, labels, and attachments, categorise, create a category rule, and mark as a transfer.
Or, tap the categorisation widget from the Dashboard to see your uncategorised transactions.
Tap on a transaction, then tap Select a category to choose or create a category to be applied to it:
Create category rules
If you'd like to, you can create a category rule by tapping ADD RULE:
If the merchant description includes extraneous information, such as timestamps or transaction numbers, then it's best to edit the merchant keywords to exclude this information:
Add notes or labels
Tap Add Labels to choose or create a label, or Write a note... to add a note:
Add an attachment
Tap the attachments field to add an attachment.
For more detail on adding files and photos to transactions, please see: Adding attachments to transactions
Transfer marking
To mark a transaction as a transfer, simply select the checkbox to 'Mark as transfer' on the transaction edit form.
Split transactions
You can split a transaction into smaller amounts and categorise these differently.
Open the transaction you would like to split and select Split transaction
If you would like to split the transactions further, select Split transaction again.
Enter the amount of the transaction you would like to split and assign a category for this
The amount of the original transaction will update to reflect this new balance automatically. Apply the category you would like to this split.
Hit Save
