Skip to Main Content

COVID-19 Updates: Our Response Branch Availability • FAQs • Stimulus Payments PPP Loan Forgiveness

Can I change the category on a transaction listed in my Spending Report?

Yes. If at any time, you want to change the category on a transaction, simply follow the steps below:

  1. Click on an account and then the Categorize link.
  2. Under the Transactions section, find the transaction you wish to change.
  3. Click the pencil icon next to the category.
  4. Select a new category from the drop down menu.
  5. Click the Save icon.