Frequently-Asked Questions : Transactions

Categorizing a transaction

Every transaction can be assigned a category. The category is used in the Budgeting area to track expenses and income and to give you better insight into your spending habits.

To categorize a transaction, follow these steps:

  1. Find the particular transaction you would like to add or change a category on. If you need help finding the transaction, click on one of the following topics:
    - View transactions on your account
    - Searching for transactions
  2. Find the “Edit” icon to the left of the transaction. The “Edit” icon is the one with the yellow pencil.
  3. Click on the “Edit” icon.
  4. A box will appear next to the transaction. Find the field labeled “Category”.
  5. Choose the category that best describes the transaction from the “Category” field.
  6. Click on the “Save” button.

The updated category will be displayed in the “Category” column.