How can I change a transaction category?

To help you keep an eye on your finances, Woolsocks uses smart technology to categorise all your transactions for you! If you'd like to change a transaction category, you can easily do so within the app.
 
Just follow the steps below:
  • Navigate to the "Accounts" section and tap your connected bank account.
  • Select the transaction that you wish to modify
  • Choose a category from the dropdown box
  • Save your selection and the category will be updated!

Please keep in mind that in order to change a transaction category, the transaction must be cleared. You can check this by clicking on your transaction and looking at the category "Payment status" as seen in the screenshot below. If the status still reads as "Uncleared" then you'll have to wait to change the category until it reads "Cleared."

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Other articles you might find interesting:

Where can I see the history of my expenses in a specific category?

How can I connect my bank account?


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