I wanna change a transaction's category
You can change the category of a transaction like this:
👉 Head to the Spend tab
👉 Tap on the transaction whose category you wanna change
👉 Tap its current category to assign it a new one
You'll be asked if you wanna change the category for all transactions for this merchant, or just as a one-off.
Can I make my own transaction categories?
You can create a custom category for transactions by heading to the Spend tab and tapping on the transaction you wanna change. Tap its current category and hit the "+ Add New" button. Add your fresh category and that's it. Custom category.
How do I exclude a transaction from showing up in my transaction list?
To exclude a transaction, head to the Spend tab and tap on the transaction to reveal its category label. Tap the category label and select "Excluded" on the "Select a Category" screen. Learn more about excluding stuff here.
What about recurring transactions or payments?
Recurring stuff like bills? Insurance? Rent? You can flag them as "recurring" in your transactions list. In the Spend Tab, tap the recurring transaction and switch the "Recurring payment" toggle on. Then it'll get treated like a bill (as in, we'll add it to your Bills in your budget, and silently "boo" every time it's mentioned 👎 )