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How to recategorize transactions in digital banking

There are multiple places you can change the name or category of a specific transaction. You can do this in your account’s transaction list, under Recent Transactions, or in the Spending Analysis tool.

This article covers the following topics:

To learn more about the Spending Analysis tool, please review our articles:

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

Account Transaction List

Select the cash or loan account you want to edit transactions for.

Recategorizing transactions in the account list in mobile, step 1

Under Activity, select the transaction you want to recategorize.

Recategorizing transactions in the account list in mobile, step 2

Tap Category.

Note: You can also edit the name of the transaction on this screen.

Recategorizing transactions in the account list in mobile, step 3

Select the new category you want to use for this transaction.

Important: Assigning the categories listed below will REMOVE transactions from the Spending Analysis tool:

  • Credit Card Payments
  • Savings
  • Securities Trades
  • Transfers

Recategorizing transactions in the account list in mobile, step 4

Tap Save.

Recategorizing transactions in the account list in mobile, step 5

You’ll see a message confirming the change. Repeat these steps for all transactions you wish to update.

Recategorizing transactions in the account list in mobile, step 6

Recent Transactions Widget

Scroll down to Recent Transactions and tap on any of the visible transactions.

Recategorizing transactions using the Recent Transactions widget in mobile, step 1

Tap the back arrow to see the full transaction list.

Recategorizing transactions using the Recent Transactions widget in mobile, step 2

Select the transaction you want to recategorize.

Recategorizing transactions using the Recent Transactions widget in mobile, step 3

Tap Category.

Note: You can also edit the Name of the transaction on this screen.

Recategorizing transactions using the Recent Transactions widget in mobile, step 4

Select the new category you want to use for this transaction.

Important: Assigning the categories listed below will REMOVE transactions from the Spending Analysis tool:

  • Credit Card Payments
  • Savings
  • Securities Trades
  • Transfers

Recategorizing transactions using the Recent Transactions widget in mobile, step 5

Tap Save.

Recategorizing transactions using the Recent Transactions widget in mobile, step 6

You’ll see a message confirming the updated transaction. Repeat these steps for all transactions you wish to update.

Recategorizing transactions using the Recent Transactions widget in mobile, step 7

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

Account Transaction List

From the sidebar, select the cash or loan account you want to edit transactions for.

Recategorizing transactions in the account list on desktop, step 1

Under Activity, select the transaction you want to recategorize.

Recategorizing transactions in the account list on desktop, step 2

Click Category.

Note: You can also edit the Name of the transaction here.

Recategorizing transactions in the account list on desktop, step 3

Select the new category you want to use for this transaction.

Important: Assigning the categories listed below will REMOVE transactions from the Spending Analysis tool:

  • Credit Card Payments
  • Savings
  • Securities Trades
  • Transfers

Recategorizing transactions in the account list on desktop, step 4

Click Save.

Recategorizing transactions in the account list on desktop, step 5

You’ll see a message confirming the updated transaction. Repeat these steps for all transactions you wish to update.

Recategorizing transactions in the account list on desktop, step 6

Recent Transactions

From the dashboard, click any of the visible transactions under Recent Transactions.

Recategorizing transactions using the Recent Transactions widget on desktop, step 1

Select the transaction you want to recategorize.

Recategorizing transactions using the Recent Transactions widget on desktop, step 2

Click on Category.

Note: You can also edit the Name of the transaction here.

Recategorizing transactions using the Recent Transactions widget on desktop, step 3

Select the new category you want to use for this transaction.

Important: Assigning the categories listed below will REMOVE transactions from the Spending Analysis tool:

  • Credit Card Payments
  • Savings
  • Securities Trades
  • Transfers

Recategorizing transactions using the Recent Transactions widget on desktop, step 4

Click Save.

Recategorizing transactions using the Recent Transactions widget on desktop, step 5

You’ll see a message confirming the updated transaction. Repeat these steps for all transactions you wish to update.

Recategorizing transactions using the Recent Transactions widget on desktop, step 6