Categories and Transactions | Cleo Help Center

Categories and Transactions

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

6 articles in this collection
Written by Barney Hussey-Yeo and Roisin Allum

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