Our app is designed to automatically learn and categorise your transactions over time using artificial intelligence. If you want to change the category of a transaction - no problem!
Categorising a Transaction
From the Transaction Inbox, select the pencil icon on the transaction and select/or search for your new category from the list.
You can also re-categorise transactions at any time from within the Transactions section of the app or by going to Accounts and Assets, selecting the account, and then View Transactions.
For guidance on how to find a particular transaction, check out our Searching for transactions article.
Categorising a Group of Transactions
To change the category of a group of transactions, go to Transactions, select the magnifying glass icon, select the category you wish to change. A Perform action option should appear, you can then select Re-categorise from the drop-down menu.
The Perform action option will only appear if there are less than 100 transactions. If there are more than 100, please use the drop-down menus to refine this number.