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How to create custom categories

You can add new custom categories, and can change how they appear.

To add a new category:

  • Tap 'Manage', from the spending page below the chart.
  • Select 'Add category' (if you already have custom categories, you'll need to scroll to the bottom of the list).
  • Set a name and image for the category.
  • Tap 'Continue'.
  • Select the transactions which you want to assign to this category.
  • If you want all the future transactions from this merchant to be in this category, select 'Add all from this merchant'. Otherwise, just select 'Add only this transaction'.