Create category of your own

Create Category of Your Own lets you customize categories based on your personal or business needs. Instead of using only default options, you can create categories that match how you manage your money, such as “Side Hustle,” “Pet Care,” or “Office Supplies.” This helps make your financial records more meaningful and easier to understand. Custom categories give you full flexibility to organize transactions in a way that reflects your lifestyle and spending habits.

1. Access the Account and Settings menu in the top-right corner of the homepage.

   

2. In the General section, select the Categories menu.

   

3. Select the Add Category option and specify the desired category.