Categorize Transactions

To help you better manage your spending, you can use the Transaction Categorization feature to specify categories for posted transactions, and to generate spending reports based on transaction categorization.

To access the Transaction Categorization feature:

1. Access the account for which you are categorizing transactions.
2. In the account navigation area, click Categorize. The Categorize Transactions page appears.
3. Use the controls available on the Categorize Transactions page to search for posted transactions and assign or update their categories, export transaction lists, and generate spending reports.