KNOWLEDGE BASE

How do I change the category assigned to my purchase?

Purchases are assigned a category based on what kind of business the charge comes from. Sometimes, the category assigned isn't right. Now you can change the category assigned to your purchases.

Please note, categories cannot be customized. This means you cannot name the category; you must choose one from the existing list.

To change the category assigned to a purchase using online banking and the U.S. Bank Mobile App

  1. Select the account the transaction posted to. 
  2. Choose the purchase in question and select Change category.
    Note: It’ll say “Category” instead of “Change category” if you’re using the U.S. Bank Mobile App.
  3. Optional: Mark the check box (online banking) or turn on the toggle (U.S. Bank Mobile App) next to Apply to all.
    • This choice allows you to apply the change to all past* and future purchases from this merchant.
    • If you don’t choose this option, the change only applies to this specific transaction.
  4. Open each category or use the search feature to locate and select the one you want. Then select Continue.
  5. Review the transaction(s) impacted. If this is correct, select Confirm.

*All past transactions refer to transactions posted within the last 24 months.