How to create, edit & delete categories
How to create, edit & delete categories
β
You can create any expense or income category you like with BudgetBuddie, there are a couple of ways to do this to suit your needs. So here in this guide, we'll run you through every step on how to create, edit, and delete your transaction and merchant categories.Β
β
1. Creating categories
β
There are two ways to create categories. The first is when you're creating a new custom income or expense budget. The second way is when you're categorising merchants and transactions. When you're categorising merchants and transactions, you'll see a green button as an option to create a new category. If you tap on that, a pop-up will appear, which will allow you to create a category for your income or expense depending on what type of transaction or merchant you've selected.
β
β
2. Editing & deleting categories
β
Just like creating categories, there's also two ways to edit or delete categories. You can edit or delete categories in the budget feature or within the merchants and transactions feature. We'll give you a breakdown below:
β
Editing & deleting categories in the budget feature
β
To edit the categories you've created in the budget feature, simply go into your budget details for an income or expense, where you'll be able to update the name, colour, and emoji. Once you've finished making your changes, select Save Changes. Note: Only custom categories can be edited in the budget, default categories cannot be edited.
β
To delete categories, you can delete the budget. If you delete the budget, you'll see a pop-up to confirm if you'd like to delete both the category and budget or only the budget.
β
β
Editing & deleting categories in merchants & transactions
β
To edit or delete categories in the merchants & transactions feature, simply go to categorise a merchant or transaction. You'll then see the pop-up menu with your category options. To edit a category, hold down on it, and a screen will appear to edit the name, colour, and emoji. Note: You can only edit custom categories. You cannot edit default categories, you can only delete them.
β
You can make your changes here and then tap the 'Confirm changes' button. To delete the category, simply tap 'Delete', and then we'll show another pop-up to confirm the deletion. Once you confirm that you'd like to delete the category, this will remove it from all merchants and transactions and also delete the budget created for it.
β
β
You're all ready to go π
β
Woohoo! You're all set up and have a good understanding on how to create, edit, and delete categories. If you run into any issues while getting everything set up, feel free to get in touch with us at hello@budgetbuddie.co.nz
β