Change a Transaction’s Type

Mark a payment as income, expense, self transfer or investment, so your spending totals are right.

Every transaction has a type. It decides whether it counts in your Income and Spent totals. Money moved between your own accounts, or into an investment, should not count as spending.

Open the Edit options

Open the transaction, tap the menu at the top right and choose Edit.

Transaction menu with Edit, Report a Problem and Delete Transaction

Choose Change Type. The same list also has Rename, Change Category and Edit Note.

Edit options: Rename, Change Category, Change Type, Edit Note

Pick the type

Choose one. It saves straight away.

Change Type with Income, Expense, Self Transfer and Investment

Income: money you received. Counts in Income.
Expense: money you spent. Counts in Spent.
Self Transfer: between your own accounts. Counts in neither.
Investment: money put into a SIP, stocks or a deposit. Not counted as spending.

Tip: Rename fixes an odd merchant name, and future payments from the same sender use the new name too.

Your Money. One Clear View.

Automatically organise your spending, track expenses and understand where your money goes.

Reads bank SMS No account linking, no passwords.

Sorts every rupee Into categories you can edit.

Bills and cards Statements found, due dates reminded.

Your Google Drive Backed up to you, never to us.