--- title: Edit Transaction Categorization description: Learn how to edit the categorization of existing transactions in Propio. --- [Skip to content](https://help.joinpropio.com/en/edit-transaction-categorization#main-content) - [English](https://help.joinpropio.com/en/edit-transaction-categorization) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/editar-la-categorización-de-transacciones) English Show submenu for translations [![teal-logo-2](https://help.joinpropio.com/hs-fs/hubfs/teal-logo-2.jpg?width=169&height=55&name=teal-logo-2.jpg)](https://help.joinpropio.com/?hsLang=en) Open main navigation Close main navigation - - [English](https://help.joinpropio.com/en/edit-transaction-categorization) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/editar-la-categorización-de-transacciones) English Show submenu for translations This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [Propio Knowledge Base](https://help.joinpropio.com/en?hsLang=en) 2. [Transactions](https://help.joinpropio.com/en/transactions?hsLang=en) 3. [Categorization](https://help.joinpropio.com/en/transactions?hsLang=en#categorization) # Edit Transaction Categorization If a posted transaction was categorized incorrectly — by you, a team member, or the AI — you can update it at any time. Changes save automatically, no need to repost. #### **Steps** 00:00: This article explains how adjust the category of a transaction after posting. 00:05: You will learn how to recategorize a transaction, and define new rules for incoming 00:09: and existing transactions. 00:11: Click on the Transaction 00:12: you want to recategorize. 00:14: Click on the existing category and search for the correct category from your Chart 00:18: of Accounts. 00:19: After defining the new category, 00:22: if there was an existing rule in place for that vendor, you will have the chance to 00:26: create a new rule. 00:28: After clicking on "Create Rule", you can choose among the options that best suit your 00:32: particular case. 00:34: And that's it! 00:35: All changes are executed without additional action. 00:39: You have successfully recategorized a transaction in the Poster tab, and created 00:43: new rules for your vendor based on the new category. 00:46: For more information, refer to the related articles section below. 1. Go to your client's **Transactions** page and click the **Posted** tab 2. Find the transaction you want to update and click on it 3. Select the correct account from the **dropdown** — type to search by account name 4. After defining the new category, if there is an existing rule in place for that vendor, you will have the chance to **create a new rule**. 5. After clicking on **Create Rule**, you can choose among options such as "Create New Rule and Categorize All", or "Create New Rule and Categorize in Review Tab". 6. Changes are saved automatically 💡 **Tip 1:** You can also edit categorization from the **Review** and **Waiting** tabs the same way — useful if you catch a mistake before posting. 💡 **Tip 2:** Not sure who made the original categorization? Check **View Transaction Audit History** to see a full log of changes. #### **Related Articles** - [Basic Transaction Categorization](https://help.joinpropio.com/en/basic-transaction-categorization?hsLang=en) - [Categorize Transactions in Bulk](https://help.joinpropio.com/en/categorize-transactions-in-bulk?hsLang=en) - [View Transaction Audit History](https://help.joinpropio.com/en/view-transaction-audit-history?hsLang=en) - [Getting started](https://help.joinpropio.com/en/getting-started?hsLang=en) - [Transactions](https://help.joinpropio.com/en/transactions?hsLang=en#main-content) - [Manual Entry](https://help.joinpropio.com/en/transactions?hsLang=en#manual-entry) - [Import](https://help.joinpropio.com/en/transactions?hsLang=en#import) - [Categorization](https://help.joinpropio.com/en/transactions?hsLang=en#categorization) - [Journal Entries](https://help.joinpropio.com/en/transactions?hsLang=en#journal-entries) - [Tags](https://help.joinpropio.com/en/transactions?hsLang=en#tags) - [Advanced](https://help.joinpropio.com/en/transactions?hsLang=en#advanced) - [Banking & Reconciliation](https://help.joinpropio.com/en/banking-reconciliation?hsLang=en) - [Reports](https://help.joinpropio.com/en/reports?hsLang=en#main-content) - [Profit and Loss](https://help.joinpropio.com/en/reports?hsLang=en#profit-and-loss) - [Balance Sheet](https://help.joinpropio.com/en/reports?hsLang=en#balance-sheet) - [Tax Reports](https://help.joinpropio.com/en/reports?hsLang=en#tax-reports) - [AI Reports](https://help.joinpropio.com/en/reports?hsLang=en#ai-reports) - [Trial Balance](https://help.joinpropio.com/en/reports?hsLang=en#trial-balance) - [Advanced](https://help.joinpropio.com/en/reports?hsLang=en#advanced) - [Migration & Chart of Accounts](https://help.joinpropio.com/en/migration-chart-of-accounts?hsLang=en) - [AI Categorization](https://help.joinpropio.com/en/ai-categorization?hsLang=en) - [Contacts](https://help.joinpropio.com/en/contacts?hsLang=en) - [AI Assistant](https://help.joinpropio.com/en/ai-assistant?hsLang=en) - [Organization Management](https://help.joinpropio.com/en/organization-management?hsLang=en) - [Communications](https://help.joinpropio.com/en/communications?hsLang=en) - [Bank Integration](https://help.joinpropio.com/en/bank-integration?hsLang=en) - [Industry Guides](https://help.joinpropio.com/en/industry-guides?hsLang=en#main-content) - [Real Estate](https://help.joinpropio.com/en/industry-guides?hsLang=en#real-estate) [![Propio-logo-teal-2](https://help.joinpropio.com/hs-fs/hubfs/Propio-logo-teal-2.png?width=112&height=35&name=Propio-logo-teal-2.png "Propio-logo-teal-2")](https://help.joinpropio.com/?hsLang=en)