Questions. Answers. Comments. Ideas.

How to categorise transactions.

Follow

Our system is smart, but it’s not you. While we try to keep the homework to a minimum, you may want to categorise a few transactions differently. Here’s how:
 
Step 1 of 3
Log into 22seven. Go to the Transactions tab. Your transactions are categorised by Spending Group (e.g. Day-to-Day, Recurring, etc.) and Category (e.g. ATM & Cash, Insurance, etc.). Click on a transaction to bring up the transaction detail view.
1.png
 
Step 2 of 3
Select "Change" under the "Spending group" section.
2.png

3.png

And/or select "Categorise" to change the transaction's category.
4.png

5.png 
Step 3 of 3
Click on the checkmark to save, and you're done!
6.png
 
P.S. Once you’ve done this, new transactions with similar details will automatically be categorised the same way in future.
Have more questions? Submit a request
Powered by Zendesk