Learn how to categorise bank transactions on your iOS or Android device.
You can quickly categorise bank transactions from any mobile device. In this article, we'll show you how.
- From the Menu ☰, select Transactions.
- If multiple banks are connected, select the bank you want to work with.
- Select the transaction you want to categorise.
- Depending on your mobile device:
- iOS: Tap > beside a field then select an option. Select Accept.
- Android: Under Category, tap >. Select a category and then select Confirm.
- Select Accept.