How do I create custom categories?
Want to start tracking transactions in custom categories? Users can create new categories by following these steps on mobile or desktop:
On mobile
- Tap on the clock icon to open the Activity tab
- Tap on transaction you want to create a custom category for
- If already categorized, tap the pencil icon. If not, tap Categorize
- Tap Custom categories
- Tap Create a custom category, or select an existing category
- Fill in the category information
- Tap Create category
On desktop
- Click on the Activity tab
- Click on transaction you want to create a custom category for
- If already categorized, click the pencil icon. If not, click Categorize
- Click Custom categories
- Click Create a custom category, or select an existing category
- Fill in the category information
- Click Create category
*All Found customers can create 1 custom expense rule, 1 custom tag, and 1 custom category for free. Unlimited rules, tags, and categories available with Found Plus (for $35/month or $315/year) and Found Pro (for $80/month or $720/year).