How can I change the category of a transaction?

Summary

You can change the category of a transaction from the Transaction Details page. Updating the category will also update the available subcategories.

How This Works in Nance

Nance allows you to easily update how a transaction is classified to keep your data accurate.

Steps to Change Category

1. Go to the Transactions page

2. Tap on the transaction you want to edit

3. Open the Transaction Details page

4. Tap on the Category field

5. Select a new category

6. Choose the relevant subcategory (updates based on the selected category)

7. Save the changes

What Happens After Changing

• The transaction is immediately updated with the new category

• Insights, budgets, and reports are recalculated accordingly

• Nance may use this change to improve future categorization

Important to Know

• Subcategories are dependent on the selected category

• You can update categories anytime

• Changes only affect classification, not the original transaction data

Change the category, and everything else adjusts with it.