Accounts & Transactions
Categorize transactions
Assign categories so transactions appear correctly in budgets and summaries.
Categories help WonderMoney group spending into meaningful areas such as groceries, housing, or transport. When transactions are categorized well, budgets and summaries become easier to read.
Before you start
Review the transaction list first so you can spot items that belong together. If a transaction is part of a recurring payment, decide whether it should use the same category every month.
Steps
- Open the transaction.
- Choose the most accurate category.
- Add a note or merchant detail if it helps you remember the choice.
- Repeat for the other uncategorized items.
Review
Check categories at the end of the week or month and correct anything that was guessed too quickly. Consistent categories make budget tracking and searches more reliable.
Common issues
- A single payment was split across more than one purpose.
- The category is too broad to be useful.
- Refunds or reversals were assigned the same category as the original charge.
- Imported transactions inherited a category that does not fit your setup.