As part of reviewing transactions you are required to select a category. This article will detail the process of how to change the category for your transactions. Depending on how you are adding a transaction, depends on how you change the category.

This article covers selecting categories for:

​See our article on navigating and reviewing bank transaction on our new transactions page

Changing a category when adding an out-of-pocket expense is done in a very similar way to the above.

If you head to the Expenses tab, and click + add out-of-pocket expense the transaction will initially be Uncategorised. By clicking into the Category tile you are able to select from the full list of categories available within Ember.

Changing a category when adding a purchase invoice can be done as followed.

Navigate to the Purchases tab and open a draft invoice.

Within your draft invoice you are able to + add a new line item. Any new line item will initially be Uncategorised. By clicking into the Category tile you are able to select from the full list of categories available within Ember.