Re-categorize a transaction
Change a category — for one transaction, or for a merchant forever.
Auto-categorization gets it right the vast majority of the time, but you know your spending best. A correction takes one click, and you can promote it into a standing rule for that merchant.
- 1
Find the transaction
Open Transactions and search by merchant or filter by category to locate the line you want to change.
- 2
Pick a new category
Click the category on that row and choose the one you want from the list of 22. That change applies to this transaction and is saved to your account.
- 3
Optionally, make it a rule
The confirmation offers to apply it to the merchant — Always for Spotify, say. Take it and Sortlumo files that merchant under your category from then on, updating the matching transactions you already have and applying to statements you upload later.
A single correction stays a correction unless you say otherwise. Learning silently from one edit would change rows you never touched, so the rule is always opt-in.
Every rule you create is listed under Settings → Categorization rules, where you can also add one by hand and delete any you no longer want. A rule matches either the exact merchant name or any merchant containing your text — useful for a chain that appends store numbers.
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