What are custom categories?
Custom categories allow you to create transaction categories that make sense to you and your partner.
Creating new categories gives you more unique, custom options to categorise your transactions.
To create a custom category, just follow the steps below.
Creating a custom category
Go to Space you want to create the custom category in - by tapping on the profile icon in the top left of the screen.
In the Home tab, scroll down to 'Recent Transactions' and select 'See all'.
You'll see a list of 'My Transactions' - this contains a list of all the transactions of the accounts connected to the space.
Tap the transaction you want to create a custom category for.
On the Transaction Details screen, tap on the existing Category e.g. Groceries.
On the Select Category screen, tap '+ Add New Category' button at the bottom.
In the Custom Category screen, confirm if it is Income or Spending at the top.
Give your new category:
A name
A colour
Even an icon/emoji by tapping the pencil icon.
You then have the option to Add to Bill at the bottom of the screen.
Finally, select 'Create Custom Category'.
Deleting/Removing a custom category
Go to Space you want to delete the custom category in - by tapping on the profile icon in the top left of the screen.
In the Home tab, scroll down to 'Recent Transactions' and select 'See all'.
You'll see a list of 'My Transactions' - this contains a list of all the transactions of the accounts connected to the space.
Tap the transaction that relates to the custom category you want to delete/remove.
On the Transaction Details screen, tap on the existing Custom Category e.g. House renovation.
On the 'Select Category' screen - tap the filter icon next to your custom category.
Select Remove Category at the bottom of the page.
Editing a custom category
Go to Space you want to Edit the custom category in - by tapping on the profile icon in the top left of the screen.
In the Home tab, scroll down to 'Recent Transactions' and select 'See all'.
You'll see a list of 'My Transactions' - this contains a list of all the transactions of the accounts connected to the space.
Tap the transaction that relates to the custom category you want to edit.
On the Transaction Details screen, tap on the existing Custom Category e.g. House renovation.
On the 'Select Category' screen - tap the filter icon next to your custom category.
Edit the category as you wish, and select 'Save Edits'.