Reports and accounting

Hello there, carlsonjenniferl,


You'll want to open the expense transaction and change the category. Here's how:

  1. Locate the expense transaction.
  2. Under Category, click the drop-down arrow and choose the right account.
  3. Click Apply.

For your future reference, you can also read this article about categorizing transactions: Assign, Categorize, Edit, and Add your Downloaded Banking Transactions.


Stay in touch with me if you need additional help.