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  2. Transactions and categories

How to change the category of a transaction

If a transaction has the wrong category, you can change it.

  1. Tap the transaction to open it.
  2. Tap the category icon at the top.
  3. Pick the right category from the list. If it is missing, choose Create Category at the end of the list.
  4. Tap the check mark in the top right corner to save your changes.

Bank transactions

You can change the category of a bank transaction too. You can only pick a category of the same type, so an expense stays an expense and income stays income.

A pending transaction can’t be edited. Wait until it is posted, then change the category. See Pending transactions.

Spendee learns from your changes

When you change the category of a bank transaction, Spendee uses it to categorize similar transactions in the future. Read more in Automatic categorization.

To create your own category, see How to create a custom category.