Fix or change a transaction's category

You can correct any category in a click, and re-run the AI on a batch when you need to.

Fix one transaction:

1. Open All pages in the left sidebar, then under Daily work click Transactions.
2. Click the category cell on the transaction.
3. Pick the correct category. It saves instantly.
4. To mark it done, click the transaction's status icon to set it to Reviewed.

The picker puts the AI's own guess under Suggested, with how confident it is.

Re-run AI on many transactions:

1. Open All pages, then under Daily work click Banking (your Connected accounts page).
2. Click the Re-run AI button in the header. It names how many transactions it will process. Select specific rows first and it works on just those.

3. Small batches run right away. Large batches ask you to confirm, since they use some of your monthly AI quota.

Good to know:

• Re-running AI never overwrites a category you set yourself.
• The button is hidden when there is nothing uncategorized to work on.
• A single click processes up to 1,000 transactions. If you have more, click again to queue the next batch.

Updated on: 03/08/2026