Fix wrong categories for good

Correct one, then add a rule so it never happens again.

  1. Fix one transaction

    Step 1 of 4

    Fix one transaction

    Open it and tap the pencil to pick the right category.

  2. Open Smart Rules

    Step 2 of 4

    Open Smart Rules

    Settings → Smart Rules, then tap + to make a rule.

  3. Describe the rule

    Step 3 of 4

    Describe the rule

    Start from a template, or say “merchant contains UBER → Transportation”.

  4. Tidy your categories

    Step 4 of 4

    Tidy your categories

    Settings → Categories adds your own and hides ones you don't use.

Good to know

Rules run on every new transaction, highest priority first. A rule's ⋮ menu applies it to past transactions too. Free accounts get three rules; Pro is unlimited.