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Adding New Categories

You can add new payment expenses and reminder categories in the app settings.

Ben Luxon avatar
Written by Ben Luxon
Updated over 2 years ago

We have created a selection of standard income, expense, and reminder categories in the app as a default setting. You cannot edit these existing categories.

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

To add or delete 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 Delete 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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