Re-categorize a transaction

Auto-categorization gets it right the vast majority of the time, but you know your spending best. Overriding a category takes one click and teaches Sortlumo your preference.

1. 1

   Find the transaction

   Open Transactions and search by merchant or filter by category to locate the line you want to change.

2. 2

   Pick a new category

   Click the category on that row and choose the one you want from the list of 22.

3. 3

   It sticks

   Your override is remembered for that merchant, so future transactions from it use your category too.