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.

  • 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
Add Income categoryAdd Income category
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Add Income categoryAdd Income 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.
  • 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 categoryHide 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.
  • 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.
How to delete a category?How to delete a category?
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