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Topics
Personal · Accounts · Budgeting and Analytics

Create and manage custom categories for transactions

Creating a new custom category

If our default categories aren't right, you can create your own custom categories.

  • Open any transaction and tap 'Category'
  • Tap 'Create' from the 'Category' list
  • Choose a name, select a colour, and choose an icon
  • Tap 'Save' or 'Confirm' to create your new custom category

Editing a custom category

  • Go to 'Analytics' and tap 'Manage' in the 'Categories' section
  • Under 'Custom' categories, find the category you want to edit and tap the three dots icon
  • Select 'Edit category'
  • Change the name, colour, or icon, then tap 'Confirm' to save your changes

Deleting a custom category

When you delete a custom category, all transactions previously assigned to it will be re-assigned to the previous default category.

  • Go to 'Analytics' and tap 'Manage'
  • Under 'Custom' categories, find the category you want to delete and tap the three dots icon
  • Select 'Remove category'
  • Read the confirmation message and tap 'Confirm' to permanently remove the category