Transaction Categorization

Nova automatically organizes your transactions into categories so you can see exactly where your money goes — without the manual work.

How Auto-Categorization Works

When transactions sync from your connected accounts, Charlie (Nova's AI) analyzes the merchant name, amount, and patterns to assign each transaction to the right category. Common categories include Groceries, Dining, Transportation, Shopping, Entertainment, and more.

Charlie gets smarter over time. When you correct a category, Charlie remembers your preference and applies it to similar future transactions.

Manually Recategorizing a Transaction

If Charlie gets one wrong, it's easy to fix:

1. Go to Transactions from the main menu
2. Find the transaction you want to update
3. Tap the transaction to open its details
4. Tap the Category field
5. Select the correct category from the list
6. Tap Save

Charlie will learn from your correction and improve for next time.

Creating Custom Categories

Nova's default categories cover most spending, but you can add your own:

1. Go to Settings → Categories
2. Tap + New Category
3. Enter a name and choose an icon and color
4. Tap Save

Custom categories are available everywhere — budgets, reports, and transaction filtering.

Splitting Transactions

Need to split a single transaction across multiple categories? SuperNova subscribers can:

1. Open the transaction details
2. Tap Split Transaction
3. Allocate amounts to different categories
4. Tap Save

This is perfect for warehouse store trips or shared expenses.

Tips

• Review weekly to catch any miscategorized transactions early
• Be consistent — the more you correct, the better Charlie gets
• Use custom categories for spending you want to track closely

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Still need help? Contact our support team — we're happy to assist.