How to create, edit & delete categories

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Categories are what you assign to transactions and merchants. You can create any income or expense category you like, then edit or delete it later.

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1. Create a category

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The best place to do this is Settings. Tap Create and edit categories, then the green New category button. Choose income or expense, depending on what you want to add.

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You can also create a category when you categorise a transaction or merchant, or when you add a budget.

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On an expense category, you'll see Savings category?. Turn this on for money you put away, like KiwiSaver or an emergency fund. Read How savings categories work.

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2. Edit a category

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In Settings, tap Create and edit categories, then tap a category.

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• Default categories - you can change the colour and emoji
• Custom categories - you can change the name, colour, emoji, and, for expenses, Savings category?

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3. Delete a category

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Open the category and tap the delete icon in the top right. Deleting a category removes it from all transactions that used it.

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For how groups, tags, and preset categories fit together, read How transaction categories work.

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You're all ready to go 🎉

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Woohoo! You now know how to create, edit, and delete categories. If you run into any issues, feel free to get in touch with us at hello@budgetbuddie.co.nz

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