Vylo

How do I change a transaction’s category?

Choose the right category for a purchase or payment.

Changing a category changes where Vylo counts the transaction in your spending and budget. It doesn’t change the amount or payment at your bank.

If the category you need is missing, create it first. If the transaction is pending and editing is unavailable, wait for the posted version.

To make the same choice for future purchases, use Remember merchant. Leave it off for a one-time exception.

On the web

  1. Open Transactions

    Choose Transactions in the left navigation.

    Vylo on the web: Open Transactions. The relevant control is outlined.
    Open TransactionsTap to enlarge
  2. Open the category picker

    Click the category on the transaction’s row.

    Vylo on the web: Open the category picker. The relevant control is outlined.
    Open the category pickerTap to enlarge
  3. Find the right category

    Type part of the category name, then click the matching result.

    Vylo on the web: Find the right category. The relevant control is outlined.
    Find the right categoryTap to enlarge
  4. Decide whether to remember the merchant

    Leave Remember this merchant checked if future purchases from this merchant should use the same category. Uncheck it for a one-off correction.

    Vylo on the web: Decide whether to remember the merchant. The relevant control is outlined.
    Decide whether to remember the merchantTap to enlarge

On iPhone

  1. Open Activity

    Tap Activity in the bottom navigation.

    Vylo for iPhone: Open Activity. The relevant control is outlined.
    Open ActivityTap to enlarge
  2. Tap the transaction’s category

    Tap the category chip beneath the merchant, such as Electricity.

    Vylo for iPhone: Tap the transaction’s category. The relevant control is outlined.
    Tap the transaction’s categoryTap to enlarge
  3. Choose a category

    Search for a category or tap one in the list. Turn Always use this category off if the choice should apply only to this transaction.

    Vylo for iPhone: Choose a category. The relevant control is outlined.
    Choose a categoryTap to enlarge