Hemlane allows you to manage your transactions and assign them to a category for easy tracking and financial reporting. Follow the steps below to assign a category to a transaction.
To Assign a Category to a Transaction
Step 1: Navigate to the Financials tab on the left-hand main menu and select the Transactions tab along the top.
Step 2: Locate the transaction in question and click Uncategorized under the Category column.
Tip: If you are having trouble locating the transaction, select the Needs Review view to see all transactions that may need an update.
Step 3: Within the drop-down menu, find and click the category you'd like to assign to the transaction
Step 4: The transaction’s Uncategorized label will change to the selected category.
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