Categories are used to categorize transactions, for example, Food, Shopping, Salary, Bonus… There are three types of categories: Expense Category (For example, Food, Shopping), Income category (For example, Salary, Bonus), and Debt category (For example, Borrow, Lend). When you create a new transaction, the first step is selecting the transaction category. The figure below is the default set of categories. To add a new category, click the + icon in the upper right corner of the screen.
Or you can go to More > Categories, then click the + icon.
In the appeared screen, enter the category information such as Category type (income or expenditure), category name, icon, and parent category.
Note: You can leave the Parent Category field blank; the generated category is a parent category. Otherwise, the generated category will be a child of that parent category. There is only a maximum of one parent category level.
After filling in all the fields, you click Save to create the category, so you have successfully created the list.
To edit go to More > Categories and select the category you want to edit. To delete a category, select the delete icon in the upper right corner:
So you know how to create, edit, and delete categories!
