You can create rules to control how your transactions are categorised. For example, if payments made at a particular place are consistently categorised as “Clothing/Shoes” but you’d like them to live under “Gifts”, you can create a rule to ensure that all matching transactions – past & future – are categorised accordingly.
This will open a dialogue box, where you can create your rule and add tax tags to all matching transactions in the future.
Alternatively, if you only want to recategorise transactions within a specific category, select it from the “in the category” field.
You can also split the ownership of transactions. It is useful in situations where you have a recurring payment that is always split between the same people (e.g. a bill).
Hit “Save” to create your rule. Your wealth portal will remember this setting and apply it to all future matching transactions.