Tangerine recently introduced two new money management tools, Tracker and Budget. Both help clients understand and manage their spending. Tracker organizes transactions into 1 of 119 categories, while Budget builds on that by letting clients set monthly spending goals.

However, transactions were automatically assigned categories that couldn’t be changed, leading to inaccurate insights. With over 1 million clients relying on these tools, this limitation created confusion and reduced trust.

We designed a new experience that lets clients customize the category of any transaction, ensuring their Tracker insights and budgets accurately reflect how they spend.