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Categories and Transactions

Categories and Transactions

Check these articles out if your balance is looking off or your transactions are in the wrong categories

Barney Hussey-Yeo avatar Roisin Allum avatar Daniel avatar
7 articles in this collection
Written by Barney Hussey-Yeo, Roisin Allum, and Daniel

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You want to know why Cleo's showing you wrong / inaccurate / outdated information about your balance / accounts / budget / transactions
Daniel avatar
Written 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?
Roisin Allum avatar
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?
Roisin Allum avatar
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...
Roisin Allum avatar
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?
Roisin Allum avatar
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?
Barney Hussey-Yeo avatar
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?
Roisin Allum avatar
Written by Roisin Allum
Updated over a week ago
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