Categories and Transactions
Check these articles out if your balance is looking off or your transactions are in the wrong categories
7 articles
Written by Daniel, Roisin Allum and Barney Hussey-Yeo
Why is Cleo showing me wrong info?
You want to know why Cleo's showing you wrong / inaccurate / outdated information about your balance / accounts / budget / transactionsWritten by Daniel. Updated over a week ago
How Do I Exclude Transactions?
Is it possible to exclude my credit card transfer? Can I exclude that one off payment?Written by Roisin Allum. Updated over a week ago
Can I Divide Transactions in a Joint Account?
There's two people linked to this account. Can Cleo account for this?Written by Roisin Allum. Updated over a week ago
My Balance Isn't Accurate and My Accounts Aren't Updating
What to do if your balance is looking a little off...Written by Roisin Allum. Updated over a week ago
How do I change a transaction's category?
Can I recategorise transactions? How do I make my own category? What about excluding?Written by Roisin Allum. Updated over a week ago
Can Cleo View Old Transaction History?
How far back can Cleo go to analyse my banking history?Written by Barney Hussey-Yeo. Updated over a week ago
How do I change and add categories?
Can I recategorise transactions? How do I make my own category? What about excluding?Written by Roisin Allum. Updated over a week ago