Add a New Subcategory
Posted on Jul 12, 2025
If you do not see a category or subcategory that meets your needs, you can add a new sub-category at any time.
- Select the transaction that you want to update
- Select the Pencil icon in the Category field
- Select “+ Add Sub-Category” under the main category that the new subcategory will belong to
- Enter your new subcategory
- Select the check mark to submit
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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