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
- 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.
- 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.