How do I categorize a transaction from an external account in FinSavvy®?

FinSavvy® is a dynamic account aggregation tool that allows you to manually update certain accounts and transactions. Follow the steps below to get started:

  1. Navigate to the transaction in question via the “Trends” tab and “View Transactions”.
  2. Select the appropriate date and transaction in question.

FinSavvy® allows you to override the initial data that was aggregated. After you do this once, or at most twice, the system will learn from that information and you won’t have to categorize that transaction again.

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