What do I do with uncategorized transactions?

MoneyWellth makes it easy to identify uncategorized transactions. If one exists, it will appear on your dashboard under Transaction Alerts, allowing you to efficiently manage and categorize your expenses for accurate budget tracking.

Through the App:

1. On your dashboard, tap Update Categories on the Transaction Alert tile.
   
   
   
   
2. Select the transaction you want to recategorize.
   
   
   
   
3. Tap Uncategorized to open a list of available categories.
   
   
   
   
4. Select the relevant category.
5. Tap Update Category.
   
   
   

Through the website:

1. Log in to your MoneyWellth account.
2. On your dashboard, click Update Categories on the Transaction Alert tile.
   
   
   
   
3. Select the transaction.
   
   
   
   
4. Click on the arrow on the Uncategorized tile.
   
   
   
   
5. Select the relevant category.
6. Click Update Category.