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Manage categories

Go to Settings → Categories. Switch between Expense and Income at the top. Every workspace starts with a ready-made set of categories that you can change freely.

The Categories screen with Expense selected, showing Uncategorized, Housing with Rent, Mortgage and utilities, and Food & dining with GroceryThe Categories screen with Expense selected, showing Uncategorized, Housing with Rent, Mortgage and utilities, and Food & dining with Grocery

Add a category

Section titled “Add a category”
  1. Tap + New category.
  2. Enter a Name and choose the Type: expense or income.
  3. Optionally choose a Parent category to nest it, or leave None (top level).
  4. Pick a Color and an Icon.
  5. Tap Create.

To add a subcategory directly, swipe a category row and tap Add child.

Edit or reorder

Section titled “Edit or reorder”
  • Tap a category to change its name, parent, colour or icon, then tap Save.
  • Tap Reorder, drag the handles to change the order within a group, then tap Done.

Delete a category

Section titled “Delete a category”

Swipe the row and tap Delete, then confirm. Items, rules and merchant defaults that used the category, or any of its subcategories, move to Uncategorized. Nothing is lost.

Uncategorized is marked System and can’t be deleted.

Section titled “Related”