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May 3, 2024
Question

How can I view a categorised bank transaction, without changing it?

  • May 3, 2024
  • 1 reply
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1 reply

May 3, 2024

I'll be more than happy to assist you in viewing your categorized bank transaction, Mike.

 

Once the bank transaction is categorized, it will go directly to the Categorized tab in your bank. You can view it by clicking the blue tile under the Assigned to.

 

Let me show you how: 

  1. Go to Bank transactions.
  2. Select Categorized.
  3. Under Assigned to, click the highlighted blue tile beside Added to.
  4. After viewing, click the "X" on the upper right of your screen.

 

Moreover, let me share these articles that can help you manage your transactions: 

 

 

Let me know if you still have questions about your categorized transactions. Have a great day ahead.