Accounts
Transactions and Categories
When viewing transactions for a specific account, you will notice a category name under each transaction. This allows you the ability to specify what each transaction was for and make it easier for you to track expenses. Whether it be a transfer of funds for gas money or depositing money into a family member’s account for their birthday, you can categorize every transaction.
1. Click Account Management
2. Select Financial Wellness or Transaction History in Accounts
3. Go to the desired transaction
4. Click on the category attached to the desired transaction
/Accounts/Transactions-and-Categories/Transactions-and-Categories-1.png)
5. When the side bar appears, select which category to assign the transaction to
6. If you would like to apply the change to all future transactions containing the keyword, click “Apply __ category to all future transactions containing __”
- If it is just this single transaction you wish to edit, do not click “Apply __ category to all future transactions containing __”
7. Click “Save”
/Accounts/Transactions-and-Categories/Transactions-and-Categories-2.png)
How to edit the category for multiple transactions at once (Bulk Edit)
1. Click Account Management
2. Select Finanical Wellness
3. Click "Bulk Edit"
/Accounts/Transactions-and-Categories/Transactions-and-Categories-3.png)
4. Select the transactions you want to change categories
5. Click “Assign category”
/Accounts/Transactions-and-Categories/Transactions-and-Categories-4.png)
6. Select the new category
/Accounts/Transactions-and-Categories/Transactions-and-Categories-5.png)
7. Click “Save”