We have created a selection of standard income, expense, and reminder categories in the app as a default setting.

However, you might need or want to add, edit, or remove these default categories. You can do this at any time in the settings. 

To add or edit categories in the app:

  • Tap on the "More" button on the bottom menu bar. 
  • Then select "General".
  • Scroll down the settings page to the bottom and tap on "Categories".
  • Tap on "+" under the relevant section and enter the name of your new category. You can "Delete" categories from this page as well as needed.

To Add or Edit Categories on Desktop

  • Tap on the "More" button on the bottom menu bar.
  • Then select "Categories" which is the second option down.
  • Tap on "Add" under the relevant section and enter the name of your new category. You can "Delete" categories from this page as well as needed.
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