When you connect a bank, new payments come in by themselves and are sorted into categories for you. You only need to check them.
Spendee picks a category from what your bank sends with each payment, such as the merchant name or the payment note. The more your bank sends, the better the result.
Change the category of a bank transaction
If a category is wrong, change it:
- Tap the transaction.
- Tap the category and pick the right one.
- Save the change.
You can change the category, note and labels of a bank transaction. The amount and date come from your bank and can’t be changed.
If you have more payments from the same merchant, Spendee asks which ones should move. Choose to move only this payment or all payments from that merchant.
Spendee learns from your changes
Move a payment once and next time Spendee does it for you. New payments from the same merchant then go to the category you picked.
To fix many transactions at once, see Bulk editing.
What can’t be recategorized
- Pending transactions. Wait until your bank posts them. See What are pending transactions?
- Transfers between your own accounts.