What if receipts are miscategorized?

Sometimes receipts will be placed in a category they shouldn’t be in. To fix it, you will need to change the category.

  1. Click on the miscategorized receipt.

  2. A window with the receipt image and details will appear. Select the “add category” text on the left side of the receipt window.

  3. Select the category you wish to add to the receipt from the pop-up menu.

  4. Remove any unwanted categories by clicking the gray “x” on the right side of the category tag.

  5. Hit the blue “save” button.

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