Through the App:
- Log in to your MoneyWellth account.
- On your dashboard, tap View all Transactions under Recent Transactions.
- Tap the transaction you want to edit/remove a rule for. The transaction details will appear.
- Tap Edit rule.
- To edit a rule, update the 'If transaction name' or category field. To remove a rule, simply tap Remove in the top right corner.
Through the Website:
- Log in to your MoneyWellth account.
- Go to Budgeting from the left navigation menu.
- Click See Latest Transactions.
- Select the transaction you want to edit/remove a rule for. The transaction details will appear.
- Click on the create icon next to Edit rule.
- To edit a rule, update the 'If transaction name' or category field. To remove a rule, simply tap Remove in the top right corner.