Categorizing transactions is essential for tracking your spending habits and managing your budget effectively. Here's how you can categorize your transactions:
Through the App:
- Log in to your MoneyWellth account.
- Go to Budgeting from the bottom navigation menu.
- Tap View All Categories.
- Select the category containing the transaction you would like to categorize.
- Tap the transaction.
- Tap the current category tile.
- Simply search or click on the category you would like to add the transaction to. Tap Update Category.
Through the Website:
- Log in to your MoneyWellth account.
- Go to Budgeting from the left navigation menu.
- Click on View All Categories.
- Select the category containing the transaction you would like to categorize.
- Click on the transaction you would like to categorize.
- Click on the arrow on the current category tile.
- Simply search or click on the category you would like to add the transaction to. Click Update Category.