Set parent category

Set Parent Category helps you organize related categories under a main group. For example, you can group “Coffee,” “Lunch,” and “Dinner” under a parent category like “Food & Drinks.” This structure makes your financial data cleaner and easier to analyze. With parent categories, you can view spending in broader groups while still keeping detailed subcategory records. It improves clarity and supports better budgeting and financial insights.

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, then choose Café under the Dining Out category.