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. How you change the category will depend on how you are adding the expense into Ember.
This article covers selecting categories for:
Bank transactions
See our article on navigating and reviewing bank transaction on our new transactions page
Out of pocket expenses
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.
Purchase invoices
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.
