How to fix a wrong category
Web (app.mytruv.com/data/transactions): open the transaction’s row menu and choose Change category. Pick the correct category, then choose the scope: this transaction only, or all transactions from the same merchant.iOS: open the transaction detail, tap the Category row, pick the correct category, then choose the scope.
Undo a category change
If you want to go back to the bank’s original categorization, web has a Restore bank defaults action in the transaction’s row menu. You can revert just that one transaction, or remove the whole merchant rule to revert every transaction from that merchant.How auto-categorization works
- Categories come from the merchant name and transaction data your bank returns
- Some merchants fall into unexpected categories (a grocery store’s gas station might land in “Gas” instead of “Groceries”)
- Stores that sell many types of products (Walmart, Amazon) often default to a general category
- Recently opened businesses may not be classified yet