To rename a category or sub-category in your tree structure, simply click on the “Categories” tab at the top of the blue banner. 👌

Then, click on the three little dots “See more actions…” to the right of the category you want to rename and click on “Rename”.

The change is automatically saved by hitting the Enter key on your keyboard ✔

💡 Good to know: In order to simplify the pre-categorization of your bank flows, it is best to avoid having multiple categories with the same name.

💡💡 Good to know: You can change the order of the categories in your tree structure with one click!