Frequently-Asked Questions : Transactions

Changing the flag color of a transaction

Flagging a transaction is a way of making the transaction stand out from other transactions in your transaction list. Flags can be one of four colors: gray, red, green, or blue.

To change the flag color on a transaction, follow these steps:

  1. Find the particular transaction you would like to add or change a category on. If you need help finding the transaction, click on one of the following topics:
    - View transactions on your account
    - Searching for transactions
  2. Find the “Edit” icon to the left of the transaction. The “Edit” icon is the one with the yellow pencil.
  3. Click on the “Edit” icon.
  4. Click on the round circle next to the flag color you choose.
  5. Click on the “Save” button.

The updated flag color will be displayed in the “Flags” column.