Categorizing transactions

Use transaction categories to help you accurately monitor your spending and track your budgets.

Transactions for your internal accounts and linked accounts are automatically categorized to help you accurately monitor your spending and track your budgets. In some cases, you may choose to modify the automatically-selected category. You can also modify transaction descriptions, split transactions across multiple categories, and create or edit new subcategories.

Note:  Your financial institution (FI) has a choice of two providers for Financial Tools: MX or Geezeo. Categorizing transactions from the Home page is only available to users with MX Personal Financial Management. To learn more about categorizing transactions with Geezeo Personal Financial Management, see the Spending tool topic.