Change a category for an expense transaction
You might need to change the category for an expense transaction if, for example, you selected the wrong category when you entered the expense or you have determined that the expense applies to a different category.
Note: Changing the category for an expense transaction does not change any other information for that transaction.
- In the Transactions screen,
click the row for the transaction that has a category that you want to change.
To open the Transactions screen, click Transactions in the navigation panel.
For more information, see Transactions.
-
Select a new category from the Category field.
Note: If there are multiple categories for the expense, select the new category for the expense line you want to change.
- Click Save.