How can I change a transaction category?
Mayor, we know at different points in life we may have different ways of thinking about our past expenses! That’s why you can use the steps below to change the categories you previously associated with any of your expenses!
For example, if you want to change a “concert” expense from a “need” to a “want” you can:
- Go to Review > Necessary Investments > Tap View All
- Find “concert”
- Tap the > icon
- Tap both “Want” and “Expense”
- Hit the ✓ icon to confirm the change
