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      Manage Categories
      • 17 May 2024
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      Contents

      Manage Categories

      • Updated on 17 May 2024
      • 1 Minute to read
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      Article Summary

      Adding a Category

      AddCategory_QuickUI

      To add a new category through the Quick Scan UI

      1. Tap the blue camera icon
      2. Scan a receipt until the receipt preview appears
      3. Tap the current category
      4. Tap "Add Category"
      5. Enter a category name
      6. Tap "Save"

      To add a new category when editing an expense

      1. Tap the "Transactions" tab
      2. Tap any expense
      3. Tap the current category
      4. Tap “Add Category”
      5. Enter a category name
      6. Tap "Save"

      To add a category through the “Transactions” tab

      1. Tap the “Transactions” tab
      2. Tap the “All Categories" filter
      3. Tap “Add Category”
      4. Enter a category name
      5. Tap “Save”

      Editing a Category

      To edit a category through the Quick Scan UI

      1. Tap the blue "Camera" icon
      2. Scan a receipt until the receipt preview appears
      3. Tap the current category
      4. Tap “Edit” (top right)
      5. Tap the ">" symbol to the right of the category to edit it
      6. Tap “Save”

      To edit a category when editing an expense

      1. Tap the "Transactions" tab
      2. Tap an existing expense
      3. Tap the current category
      4. Tap “Edit” (top right)
      5. Tap the ">" symbol to the right of the category to edit it
      6. Tap “Save”

      To edit a category through the “Transactions” tab

      1. Tap the “Transactions” tab
      2. Tap the “All Categories" filter
      3. Tap “Edit” (top right)
      4. Tap the ">" symbol to the right of the category to edit it
      5. Tap “Save”

      Deleting a Category

      When deleting a category, the category will be deleted from all expenses that have that category. There is no confirmation when deleting a category or ability to restore a category.

      To delete a category when editing an expense

      1. Tap the "Transactions" tab
      2. Tap an existing expense
      3. Tap the existing category
      4. Tap "Edit" (top right)
      5. Tap the trashcan icon next to the category you want to delete
      6. Tap “Done”

      To delete a category through the “Transactions” tab

      1. Tap the “Transactions” tab
      2. Tap the “All Categories" filter
      3. Tap “Edit”
      4. Tap the trashcan icon next to the category you want to delete
      5. Tap “Done”
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