🔁 What Happens When You Reclassify a Transaction?

A quick guide to overrides, learning, and ledger integrity. Sometimes a transaction shows up in the wrong category — maybe it was a business meal, not groceries. Or maybe your AI assistant tagged a new vendor incorrectly. No problem: Hedgi makes it easy to reclassify.

But what happens after you do?

🧠 Does Hedgi Learn From My Changes?

Yes — especially if you're on Pro or Agentic.
When you reclassify a transaction, Hedgi logs that override and updates its future behavior accordingly.

Here’s what happens behind the scenes:

1. Vendor name and context are saved

2. Hedgi adds that to its categorization memory

3. Future transactions with similar patterns are more likely to be auto-tagged correctly

So each correction you make improves automation going forward.

⚖️ Does It Change My Prior Reports?

Nope.
When you reclassify a transaction:

• The change applies immediately to all current reports

• Previous exported PDFs or P&Ls stay as-is

• You can always re-export with the updated category if needed

✍️ Can I Add a Note While Reclassifying?

Absolutely.
This is especially useful for:

• Mixed-use expenses (“50% personal use”)

• Audit-proofing deductions (“Business lunch w/ client”)

• Future reference (“First month of new CRM subscription”)

Your notes show up in exports, summaries, and CPA views (Agentic).

📱 How to Reclassify on Mobile

1. Tap the transaction

2. Tap the category tag

3. Choose a new category from the list

4. (Optional) Add a memo

5. Tap “Done”

💻 How to Reclassify on Web

1. Click a transaction row

2. Edit the category field

3. Save — you’re done

Agentic users will also see suggested journal entries auto-updated if relevant.

💡 Pro Tip: Use Reclassification Early in a New Account

If you just connected a new bank account, it may take a week or two of cleanup before Hedgi fully adapts. Your early corrections teach the system how you do business.