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Categories ​

Creating categories ​

  1. Go to Categories in the menu
  2. Click Add category
  3. Choose an icon, enter a name and optionally a description
  4. Select the type — Expense or Income
  5. Set a budget limit (optional)

Budget limits ​

You can set a monthly limit for each expense category. The progress bar shows how much of the limit has already been used. When you exceed the limit, the bar turns red.

Editing categories ​

Hover over the category card and click the pencil icon.

You cannot change the category type (expense/income) after it has been created.

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