Hemlane allows you to manage your transactions and assign them to a category for easy tracking and financial reporting. Please view the steps below to assign a category to a transaction.
To assign a category to a transaction, please:
Step 1: Navigate to your Financials tab on your left side 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 struggling to locate the transaction you'd like to update, please select the view "Needs Review" to help you review 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" option will change to the selected category
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