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Spending Report

Q. 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.
Q. How can I use these reports to help prepare my taxes?

A. Spending and Income reports allow you to easily pull tax-related categories and export them. These reports can be used to show how much was spent in each category. For example, you can view or export all medical transactions into one report.