Create Category

About​

Categories can be used on Expenses & Subscriptions. They help separate the data so you can see how much your expenses are for going out to eat ETC...

Video​

Tutorial​

The first step to create a category is to go to the Categories on the Dashboard:

This will be the same on mobile as well. You will need to click on the create category button:

You will fill the Name & About field in then click the Save button.

You have now created a category to be used in expense or subscription. You can now see the categories in the Categories home.

You can now click on your category to view it.

Edit Category

About​

Categories can be used on Expenses & Subscriptions. They help separate the data so you can see how much your expenses are for going out to eat ETC...

Video​

Tutorial​

The first step to update a category is to go to the Categories on the Dashboard:

Now click on a category

You should see an Actions box with a button inside that says Edit Category click it.

When you see the Name & About field. You can fill it in then press Save.

You have now edited a category.

Delete Category

About​

Categories can be used on Expenses & Subscriptions. They help separate the data so you can see how much your expenses are for going out to eat ETC...

Tutorial​

The first step to update a category is to go to the Categories on the Dashboard:

Now click on a category

You should see an Actions box with a button inside that says Delete Category click it.

Once you click the Delete Category you will be presented with a confirm box.

The category should be gone now.