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How do I create custom categories?

How do I create custom categories?

Want to start tracking transactions in custom categories? Found Plus users can create new categories by following these steps on mobile or desktop:

On mobile

  1. Tap on the clock icon to open the Activity tab

  2. Tap on transaction you want to create a custom category for

  3. If already categorized, tap the pencil icon. If not, tap Categorize

  4. Tap Custom categories

  5. Tap Create a custom category, or select an existing category

  6. Fill in the category information

  7. Tap Create category

On desktop

  1. Click on the Activity tab

  2. Click on transaction you want to create a custom category for

  3. If already categorized, click the pencil icon. If not, click Categorize

  4. Click Custom categories

  5. Click Create a custom category, or select an existing category

  6. Fill in the category information

  7. Click Create category

Found is available on iOS, Android, and desktop.

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Banking services are provided by Piermont Bank, Member FDIC.

The information on this website is not intended to provide, and should not be relied on, for tax advice.