Editing and categorizing transactions
You can edit transaction details and change categories to ensure your financial data is accurate and meaningful.
To edit a transaction
Click on any transaction to open its details
Click the "Edit" button or the pencil icon
Make your changes and click "Save"
What you can edit
Category - Change the spending category
Description - Add a custom description
Notes - Add personal notes
Tags - Add custom tags for better organization
Automatic learning
When you change a transaction's category, Finthy remembers and applies the same category to similar transactions from the same merchant in the future.