If you want to change a category or add a category to uncategorized transaction please proceed as follows:
iOS, Android and Windows 11 / Amazon FireOS Version:
- Via Settings:
Settings > Categories & Rules > scroll down to 'show uncategorized transactions'
swipe right to add a category
If you select 'Edit' in the upper right corner you can mark several transactions that shall get the same category > tap on the category symbol and select the category or add a new one. - Via transaction details:
Open the transaction details in the transaction list and change the category or add a new one
or
swipe right on the transaction in the transaction list, to change the category or add a new one.
macOS-Version:
- Via Settings:
Options or Settings > Categories & Rules > show uncategorized transactions > click on the transaction and select a category - Via transaction list / transaction details:
Open the transaction details in the transaction list and change the category or add a new one.
Press and hold cmd to mark several transactions, that shall get the same category.
Tap on the category symbol and select the category or add a new one.