Categories

Categories group your spending and income so budgets and reports make sense.

Steps

1. When you add an entry, tap Category and search or scroll to pick one.
2. In a business, open Settings, then Business details, then Categories to add, rename or delete your own.
3. Built-in categories are locked and can't be deleted.
4. Use Select on the Transactions page to move old entries to a new category.

Tips

• Custom categories are part of the paid plans.