Create, edit and delete custom categories

What are custom categories?

Custom categories allow you to create transaction categories that make sense to you.

Creating new categories gives you more unique, custom options to categorise your transactions. You can also set budgets against these new categories.

To create a custom category, follow the steps below

Creating a custom category

1. Select a transaction
2. Tap on the assigned Category that shows Change Category
3. Select Add New
4. Choose a name and emoji to represent your new custom category and press Save
5. Click Create Custom Category to confirm
6. You're all done 💪

Deleting a custom category

1. Select a transaction
2. Tap on the assigned Category that shows Change Category
3. Hold your finger down on the Custom Category you want to delete
4. Tap Delete this category
5. Select **Yes, let's do it **

Editing a custom category

1. Select a transaction
2. Tap on the assigned Category that shows Change Category
3. Hold your finger down on the Custom Categories you want to edit
4. Choose Rename or Update Emoji

Updated on: 08/06/2023