Q: Why aren't my transactions categorized correctly in my Activity page? (i.e. Transfers categorized as Income; Expense categorized as Trade; etc.)

A: To change the categorization of a transaction, click on the transaction in question in your Activity page. A detailed box will appear on the right hand portion of your screen. Here, you can easily change the categorization of your transaction to the desired selection, then make sure to click save (see example below). In time, Gilded will learn from these changes and automatically categorize similar transactions in the future correctly.

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Got a question? Contact our friendly Customer Success team via the in-app chat at the bottom-right of your screen, or email [email protected]

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