Categories

Manage existing categories or create new category as per your need. You can easliy hide/unhide, delete or create/edit new custom category. These categories will help you to examine your spending habbits and its related trends.

Add Income category

• Go to Dashboard > Menu > Settings > Categories > Income Categories
• Click on + icon
• Provide category Name and short description
• Select category icon and color
• Click on done icon on top right corner

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Add bill/expense category

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• Go to Dashboard > Menu > Settings > Categories > Bill & Expense Categories
• Click on + icon and it will open add category screen.
• Provide category Name and short description.
• Select category icon and color.
• Select service provider type.
• Service provider of this type will be shown, when you add bill for this category.
• Click done icon on top right corner.

If I delete a category, would it delete associated transactions?

• Deleting a category would not delete its associated transactions, but the deleted category will not be available for further use while adding new transactions.

Hide or un-hide a category

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• Go to Dashboard > Menu > Settings > Bill & Expense Categories.
• List of all categories.
• There is an eye icon for each category.
• Clicking on eye icon will hide or unhide the category accordingly.
• Note: You will not be able to add data for hidden category until you un-hide.

How to delete a category?

• Go to Dashboard > Menu > Settings > Bill & Expense Categories.
• it will show list of all categories.
• There is a trash icon in front of custom category.
• Only custom categories can be deleted and default categories can only be marked hidden.
• Click on trash icon and it will be deleted.

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