TALK Accounting Help Center

A help center with integrated Knowledge Base providing community based support.

Can I edit the category of a transaction inside the mobile app?

Follow

The main goal of the mobile app is to capture the business purpose of the transaction as quickly and as simply as possible, therefore we let TALK determine the rest of the transactional data including the category. By default TALK will select the last category used in conjunction with the vendor of the transaction being submitted. If a transaction with a particular vendor hasn't been coded yet, TALK will use the financial institution categorization (if available) to determine the category. You may however edit the category in the web portal.

Was this article helpful?
0 out of 0 found this helpful

Comments