How can I check that I have coded my transactions correctly?

Last Updated: 15 Jul 2021

Select the category you want to check either on your Track My Spending pie chart or the summary table (you’ll find this to the right of the pie chart on the Dashboard). Alternatively, you can view by Category on the Code Transactions screen.

You'll see a list of transactions that have been assigned to that particular category. If you see something that should not be included, simply change the assigned code for that transaction by clicking on the shaded box on the ‘Category’ drop-down menu.

If you cannot see a transaction that should be included in a specific category, select view transactions ‘by Account’ (the top left hand box of the screen) and select the account that you used to make the transaction you are looking for. 

You can then sort transactions by ‘Date’ or ‘Transaction Description’ to find the transaction. Then, using the ‘Category’ drop-down menu for the transaction, select the desired category from the list.

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