Transaction Categories
- Hiro supports transaction categorization to help you better understand your spending.
- All new users have a basic set of categories to choose from. You can create custom categories as needed.
- Hiro automatically categorizes transactions from your connected accounts and supports recategorization as needed.
How do I change a category?
Hiro can help you recategorize transactions directly in chat with a confirmation step, or you can manually change them by:
- Open the transaction details
- Click the current category
- Select a new category
- Choose whether to update similar transactions
What happens when I change a category?
- The transaction is immediately updated
- Hiro looks for similar transactions
- You can choose to update all similar transactions at once
- Hiro learns from your changes to improve future categorizations
Can I change pending transactions?
No, only posted transactions can be recategorized.
What are the category types?
- Income (wages, bonuses)
- Expenses (shopping, dining, travel)
- Transfers (account transfers, withdrawals)
What if I make a mistake?
You can always change the category again.
How do I create a new category?
There are two ways to create and modify custom categories:
- Navigate to the "Custom Categories" section in the "Settings" tab to create and manage custom categories
- When recategorizing a transaction, you can create a new category on the fly by selecting "Add new" in the category dropdown