How do I edit transactions and customise my dashboard?

It's easy to edit the transaction details in mymo to ensure accuracy and that the correct category is being used.

Select the transaction you want to edit, or search for it using the search bar. You can edit all the details of every transaction, including the name and category.

You can also:

• • add a tag for better organisation and searchability,
  • exclude it from tracking so that certain transactions won't be included in budget calculations, 
  • add a note to a it, or
  • create it as a recurring bill.

If a transaction is excluded from tracking (using the 'exclude from tracking' toggle), you have the option to select just one particular transaction or all current and future transactions.

You can also customise your dashboard by rearranging, adding, or removing widgets. Simply drag and drop the different elements up and down the list.