Learn where and how you can add new categories below.
Adding new categories from the Categories page
- Head to the Categories page (Categorise > 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 sure which categories to set up, you can choose from the pre-populated category templates we've assembled to help you get started. You can read more on one of the templates, our PocketSmith template, here: PocketSmith's default category structure.
You can always 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 Simple Categorisation page
- Head to the Simple Categorisation page (Categorise > Simple Categorisation)
- 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 Simple Categorisation page here: Categorising transactions: Simple Categorisation
Adding new categories from the Categorise by Merchant page
- Head to the Categorise by Merchant page (Categorise > Categorise by Merchant)
- You can either type in a new category down the bottom of the categories column and click + Category
- Or type a new category in the Search categories bar and click Create [new category name]
Edit settings for newly created categories
You can edit the settings for your newly created category by clicking the 'New category' pop-up 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 (Categorise > Manage Categories) instead.
For more details on editing category settings, please see: Editing & deleting categories
