Can I recategorise pending transactions?
Technically yes, you can recategorise your pending transactions. But we recommend you to wait until the transactions become 'posted' (authorised and processed by the bank), then you recategorise them. The reason being is: Your recategorisation may be reset after the bank changes pending to posted transactions.
Can I make my categorisation changes apply to future transactions?
Yes! When you update a transaction category, you can choose “Apply to all current and future transactions”. This ensures all future transactions
Can I just change the bucket and keep the same category for my transactions?
Yes, you can. When you are recategorising your transaction, just keep the same category as the original one, then at the step of selecting a bucket, you can select any bucket you wish to apply for your transaction.
Will recategorising affect my reports and budgets?
Yes! Once a transaction is recategorised, your cashflow and budgets will automatically update to reflect the new category.
Can I reset my categorisation rules?
There is no 'reset' button for that purpose, but you can recategorise your transactions back to the original one and apply the change to future.
Can I recategorise multiple transactions at once?
Currently, you can recategorise transactions one by one. However, in the background we are developing the function that can help you select multiple transactions to take action so watch out for the app release to get the most updated features from Frollo.
Why isn’t my recategorisation applying to future transactions?
This issue affected some transactions due to a past bug. If you’re still experiencing it, please Submit a request to our team, so we can help fix the categorisation rule for you.
Can I create more than one tag to my transactions?
Yes you can. To create different tags to a same transaction, you just need to add them one by one.