Correct a category in a sheet above the transaction details.

Changing a classification opens a separate sheet. Transaction details stay behind it, and saving a single correction returns you to the updated view.

September 2026 · 3 min read

Choose a category in the same sheet

“Other category” opens search and a scrolling list in the same sheet. You can return to the answers or close the sheet without saving a change.

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Correct a category in a sheet above the transaction details. — Martia