How do I categorize an “uncategorized” item?

To categorize an “uncategorized” document, tap on the “All Documents” folder, then on “Uncategorized” (at the top of the folder). Open a document and tap on “Folders.” Then choose whichever folder(s) you’d like!

The items in your To Be Saved section are also uncategorized. The To Be Saved section can be found in the upper right corner of your Home screen. Your imported transactions (like Amazon and PayPal), e-receipts from a connected email account, and your trips from the Mileage Tracker will all wait here for you to categorize them into your folders.