Skip to content
English
  • There are no suggestions because the search field is empty.

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

  1. Go to your client's Transactions page and click the Posted tab
  2. Find the transaction you want to update and click on its category field
  3. Select the correct account from the dropdown — type to search by account name
  4. The change saves automatically once you select the new category

💡 Tip 1: You can also edit categorization from the Action Needed 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