Add, rename, hide and delete categories

Categories are the parts of your plan, sorted into groups. Set them up to fit your life. A budget that fits you is easier to follow.

Add a category or group

1. On the Budget tab, tap to switch to edit mode.
2. Tap next to a group's name and type a name. Tap the circle to pick an emoji, then tap .
3. For a new group, tap Add Group at the bottom, type a Group Name and tap Add.
4. Tap at the top left to leave edit mode.

You can also create a category while adding a transaction: tap New Category in the category list.

Rename, move or hide a category

1. Touch and hold the category and choose Manage Category. In edit mode, a tap on the row does the same.
2. Tap the name to rename it, or the emoji to change it.
3. Tap Group to move it to another group.
4. Turn on Hidden to remove it from the budget. Nothing is deleted.
5. Tap to save.

Hidden categories are listed at the bottom of the budget under Hidden. Tap the row there, select categories and tap Unhide.

Reorder

• Categories: in edit mode, drag a row by its handle within its group.
• Groups: in edit mode, tap Manage Groups and drag them.

Rename, hide or delete a group

In edit mode, tap next to the group's name. Choose Rename, Hide Group or Delete Group.

Delete a category

1. Open Manage Category and tap Delete Category.
2. If it has transactions, pick a category under Reassign transactions to. They keep their amounts and move there.
3. Tap Delete Category, then Delete to confirm.

Money left in a deleted category goes back to To Assign, the money you have not planned yet.