Add, Remove, and Customize Categories

This Help Doc is about customizing your categories until they represent your priorities. You'll learn how to add, rename, hide, and delete categories. 

While some categories you know you'll need right away, others you'll discover as you get more budgeting experience under your belt. The goal is to have a list of categories specific enough to guide your spending, but not so specific that your budget gets complicated. It's how you make your budget your own.

In This Article


Overview of Customizing Categories


Rename a Category Group or Category

Category Groups hold groups of categories (clever, huh?) that are related in some way.

By default, category groups are based on our prioritization strategy. You can rename a category group by clicking the name. The only exception is Credit Card Payments, which is a group created automatically if you add one or more credit card accounts.

click the name of a category group to type the new name in the pop up window; window has buttons for hide delete cancel & ok

You can rename categories the same way. Click the name and edit away!

Credit Card Payment categories mirror the name of the account.

To rename one, click the edit icon to the left of the account name instead.


Add a Category Group or Category

When you need to create a new category group, follow these steps:

1
Click + Category Group (next to the Undo button in your budget, just below the budget header).
2
Enter the name for your new Category Group and hit OK.
3
The new group will be at the top of your category list. If there are any existing categories you'd like to move to this group, just drag and drop 'em!

Now, to add a new category in one of your category groups, follow these steps:

1
Hover over the name of a category group.
2
Click the + sign that appears to the right of it.
3
Enter the name for your new category.

Your new category will be at the top of the list of categories in that group. If you’d like it somewhere else, just drag and drop!


Hide/Unhide Categories

If your budget is brand-sparkling-new, you may want to delete some categories—which we'll cover next. Once a category has activity though, you'll want to hide it instead. It's much less destructive to your budget.

You can hide and unhide categories to your heart's content! Simply click on the category name, and the option to hide it will be in the pop-up window:

To unhide a category, scroll to the bottom of your budget and click on the header for  Hidden Categories. Then choose the category you'd like to unhide from the list that pops up.


Delete/Merge Categories

When deleting a category, if there are transactions associated with the category, you’ll be prompted to recategorize the transactions to another category. This will also move all budgeting in past, current, and future months to the chosen category.

It’s not possible to leave transactions uncategorized, so if there isn’t a suitable choice, you can hide the category instead! 

Deleting categories with no transactional history will move any Available amounts to your To be Budgeted. 

For category group deletions, if any categories within that group have transactions, all budgeting and all transactions will need to be recategorized to a single category. If that’s not the desired outcome, you can first move categories to other category groups before deleting!

the delete category window has a drop-down menu to select the new category to assign past transactions

Deleting a category with past credit card activity will also impact your credit card payment categories. While the changes you see in your budget may feel different than you expected, the sum of To be Budgeted and Total Available (in the right sidebar when no categories are selected) will be the same before and after deleting the category.

If you’re budgeting on the go, you can customize categories on the mobile app, too!

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