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
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
for the self-employed
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