Edit category

I have added a few new categorys and that’s great. However some I forgot to change the icon and other I would like to name slightly differently.
Can I/ how do I edit category

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Hi @4watts

Great to read you’re enjoying using Custom Categories :slight_smile:

You can edit these by tapping into the category you want to change, and then tapping on the 3 dots in the top right of that screen. You should then see an option to edit the category name and emoji.

Hope that helps but please do let me know if you can’t spot it.

thanks - Cara

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Great Thank you

No as intuitive as expected to find – may adda link in setting would help

Love the app – for 30 year’s I have been tracking my spend by entering every transaction for the family. Its just so easy with Snoop to see where the money goes.

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Why don’t you support metro

Hi @Louierian1

We’d love to! But I’m afraid Metro has taken the decision not to make any Open Banking interfaces available for us to connect with.

The most well known/largest providers that we get frequently asked about but take this stance are Metro Bank and Co-Op Bank. We hope they eventually offer these APIs and their customers can benefit.

It would also be great if you could let them know this would be a good area for them to focus on. They may listen to you as their customer, more than us.

Cara

Editing a category name and icon is straight forward enough but as yet am completely baffled how to add payees.
Please help!
New to Snoop and loving it btw :blush:

Hi @Ron44 could you explain more about what you mean with adding Payees?

Do you mean adding bills that our AI has not spotted?

Paul

When setting up a category you are firstly asked to provide a name and choose an icon. Once that is done you are taken to a page where you can select payees that are relevant to that category.
Once the category is set up, it is possible to rename or choose a different icon but that is all.
Payees is probably the wrong term :thinking:

I see @Ron44

You can change the category for individual transactions or you can change ‘all transactions for a merchant’ (i.e. Payees).

There are lots of ways of doing this - but in any place in the app where you see a list of transactions you can tap on a single item to bring up a details screen about that transaction. From there the current category is show as a little card in the top left. You can tap that category card to bring up a full list of categories - including any custom ones you’ve setup. From there you will get an option to change that single transaction or ‘all’ for that merchant. By picking that all option it means we will match all past and future transactions with that payee.

There are other shortcuts to recategorise transactions in bulk - such as in Spend Analysis when you tap on a certain category.

Does that help?
Paul

Yes, thank you :blush:
To be honest I’ve only had the app download for a few hours and I am still working my through things, discovering what it is capable of. I will get there however. Thanks for your help!