Categorize Transactions in My Money Manager

Learn how to correctly categorize your transactions within My Money Manager so you can easily see where your money is going.

Elizabeth Hughes
4 steps
12 seconds

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Select one of your accounts to begin categorizing your transactions.

**Tip:** In order for My Money Manager to work accurately, make sure your transactions are correctly categorized. When your account is imported into My Money Manager, transactions are automatically categorized, however, some transactions may need manual adjustments.

For example, the highlighted restaurant is incorrectly categorized as a bookstore. Click on the icon to edit.

Expand the appropriate category and select **Restaurants**.

Now, the transaction has been added to the Restaurant category.

When your transactions are placed in their proper category, you can easily see where your money is going—which can help you create a budget and accurately maintain it.