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What if a transaction description is incorrect?

The Transaction Enrichment process uses machine learning to identify and apply the most appropriate description and
category to each transaction. While we completed extensive testing and training on the system prior to rolling it out, there
will still be cases where missing or conflicting information or merchant names could result in having an incorrect
description applied to a transaction.

The machine learning algorithms will continue to learn and consistently apply more accurate descriptions over time as
more data is gathered and processed. In the meantime, we’re here to help.

If you notice that one of your transactions was given an incorrect description, you can revert it back to its original name. Simply select “View Transactions” and then select the transaction you want to revert by clicking on the question mark. Select the original description and update. This feature is available in both desktop and mobile versions.

Note that this only applies to transaction descriptions—categories and categorization rules can be managed directly
by you.

If you suspect that a transaction may be fraudulent, contact us at 1-888-533-7537 or log in and send us a secure message through the online message center.

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