Manage Finances

Add a New Subcategory

Posted on Aug 13, 2023

If you do not see a category or subcategory that meets your needs, you can Add a New Subcategory at any time.

  1. Tap the transaction that you want to update
  2. Tap the Category field
  3. Tap the + sign next to the main category that the new subcategory will belong to
  4. Type in your new subcategory
  5. Tap Done
Screen shot showing category list expanded
Screen shot showing adding a custom category
Screen shot showing custom category

NOTE: You can create new subcategories but are not able to add main categories

If you create a new subcategory by mistake, or want to delete a subcategory that is no longer needed, please review how to delete a subcategory.


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