Can I create Custom Categories for my transactions?

Our custom categories feature is available ONLY in our iPhone application. We are planning on expanding this feature to other formats, but currently we do not have an ETA when that would be available. 

To create a new category:

1. On you Dashboard, select the account containing the transaction.

2. Tap on the transaction in question.

choose_transaction.png

3. Tap "Category".

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4. Tap "+" in the upper right corner.

Screen_Shot_2017-03-06_at_3.53.13_PM.png

5. Type in Name and Type of category (i.e Income, Expense, or Transfer)

Screen_Shot_2017-03-06_at_4.05.00_PM.png

Screen_Shot_2017-03-06_at_4.05.12_PM.png

Screen_Shot_2017-03-06_at_4.05.22_PM.png

 

6. Select "Done".

Category will automatically associate to the transaction you have chosen and be available in your Category. 

 

To delete a Category:

1. Tap on a Transaction.

2. Tap on "Category"

Screen_Shot_2017-03-06_at_4.11.25_PM.png

3. Tap on "Edit"

Screen_Shot_2017-03-06_at_4.11.33_PM.png

4. Tap on Category you would like to delete.

5. Select "Delete Category"

Screen_Shot_2017-03-06_at_4.12.55_PM.png

6. Select "Done"

Any Transaction assigned to the Custom Category will be reverted to their original category assignment. 

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    Steve strick

    Let's get this feature on PC/windows versions please

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