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Creating sub-categories

  • Updated

You can create your own sub-category by following these steps:

  1. Access Bank Transactions:
  2. Navigate to the Bank Transactions page by pressing 'View Bank Statement from the 'Recent Transactions' tile
  3. Select Transaction and Category Field:
    Choose a transaction and click within the 'Category' field.
  4. Open Sub-Menu:
    Select the appropriate 'parent category' to open the sub-menu.
  5. Customise Categories:
    At the bottom of the sub-menu, select 'Customise Categories'.
  6. Create New Category:
    Click on 'New Category' to enter the name of your new category.
  7. Save Changes:
    Click 'Done' to save your new sub-category.

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Please note that using your keypad to type the first few letters of the category into the 'ENTER CATEGORY' field means you don't have to 'search' through the list of available categories. In the example below, type 'Loan' from your keypad to view the list of 'loan' categories available, including the newly created category:

 

How to Disable a Category:

  1. Unreconcile Transactions:
    First, unreconcile any bank transactions linked to the category you want to disable.
  2. Open Customise Categories:
    Open the 'Customise Categories' window.
  3. Disable Category:
    Highlight and press 'Disable' to disable the category.

By following these steps, you can efficiently manage your categories and sub-categories according to your specific needs.

 Customising categories from a mobile device

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