Create a custom category
Open Transactions, then:On the web - open the transaction’s menu, choose Change category, and type a new name to create it.On iOS - open the transaction detail, tap the Category row, and type a name that doesn’t exist yet. The option to create it appears with the name you typed.
- Only this transaction - applies the custom category to just this one.
- All [merchant] - applies it to every transaction from that merchant, past and future (a merchant rule).
Category names have a length limit and can’t be made up only of symbols.