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How to change a transaction category in Clover

Edit one row at a time and let Clover learn from the change.

Clover

Step 1

Open Transactions.

Step 2

Select the row you want to edit.

Step 3

Update the category and save the change.

Step 4

Let the learned rule improve future rows.

Common questions

How does Clover choose categories?

Clover uses deterministic parsing and fallback rules first, then learns from confirmed edits so future rows can be categorized better.

Can I keep confirmed categories from changing later?

Yes. Confirmed rows should remain stable, and Clover should avoid silently changing values that a user already accepted.

Related help

Where are the menu and add buttons on mobile? →How to track expenses across multiple bank accounts →How to organize credit-card transactions →

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