Fix spending from a chart
If a Spending chart looks wrong, the cause is often a transaction with the wrong category or missing tag. You can fix those transactions from the Spending page.
Steps
- Open Spending.
- Choose the date range and filters you want to review.
- Click a chart slice, such as Uncategorized or Shopping.
- In the transaction list below the chart, find the transaction that needs a fix.
- Change the Category or edit the transaction's Tags.
- If you need more fields, open the transaction details panel.
- Confirm the chart updates after the change.
What changes after a fix
| Fix | Result |
|---|---|
| Change a category | The amount moves to the new category slice |
| Add or remove a tag | Tag-filtered Spending views update |
| Mark a transfer correctly | The transaction is removed from Spending totals |
| Split a transaction | Split lines count toward their assigned categories |
Expected result
- Uncategorized spending shrinks as transactions are categorized.
- The chart, legend, and transaction list stay in sync.
- The same corrected transaction also appears correctly in Transactions, Budgets, Reports, and Home.