Create custom categories

 

Looking for a more accurate way to sort your charges? Create custom categories:

  1. Tap on a transaction.
  2. Tap on the the Category name.
  3. Select the best parent Category for your Subcategory, then tap on the + icon next to it.
  4. Type a Subcategory name.
  5. Select an icon.
  6. Tap on “Create.”
  7. Tap on “Just Once” or “Always Apply.”

So what can you do with this feature? Happy you asked!

Get more categories

Sometimes it’s hard to see where to cut back on spending when a category like “Eating Out” has lots of charges. Now, under the “Eating Out” category, you can create subcategories like “Fast food” or “Work lunches”.

Track your business expenses

Add Subcategories like “supplies” or “business trip to NY ” to separate out your business expenses from personal expenses.

Add multiple Subcategories

Create several Subcategories at once by tapping on the three-line icon(top left) to open the left-side menu; tap on “Settings”; tap on the + icon to the right of an existing category; type in a "Subcategory Name"; select an icon by tapping on it and tap on "Create" to set up a new Subcategory.

Edit your categories

Added a category, but want to edit the name or icon? Just tap on the three-line icon (top left) to open the left-side menu; tap on “Settings”; tap on a category; and tap on "Save" to save your changes.

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