Learn where and how you can add new categories below!
Adding new categories from the Categories page
- Head to the Categories page (Manage > Categories)
- Select + Add new from the toolbar. Enter a new category or a number of categories in the text box provided, or, pick a category template from the drop-down menu.
- Select UPDATE CATEGORIES > CONFIRM
Tips
If you're not too sure what categories to set up, you can choose from the pre-populated category templates that we've assembled to help you get started.
You are always able to edit or refine your categories at a later date.
Use hyphens (-) to create parent and sub-categories, up to three levels deep (---)
Adding new categories from the Transactions page
Within a transaction card
- Head to the Transactions page
- Select a transaction, then under the category field type in a new category and click Create category: [new category name]
- Click Save
From the toolbar
- Head to the Transactions page
- Select the checkbox beside a transaction (or a number of transactions)
- Select Category from the toolbar then enter the new category you want to add and click Create category: [category name]
Adding new categories from the Categorize Transactions page
- Head to the Categorize Transactions page (Manage > Categorize Transactions)
- Under the category field type in a new category and click Create category: [new category name]
- Click Save & continue
We've got more details about the Categorize transactions page here: Using the Categorize transactions page
Edit settings for newly created categories
You can edit the settings for your newly created category by clicking on the 'New category' pop-up that shows in the bottom left corner.
Just click on Edit category settings to set the category type, or set the category to be a transfer category or a bill/scheduled income category.
If you'd prefer to do this later, just click Not now. You can always edit your categories from the Categories page (Manage > Categories) instead.
For more detail on editing category settings please see: Editing & deleting categories
