How to create, edit & delete categories

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You can create any expense or income category you like with BudgetBuddie, here in this guide, we'll run you through every step on how to create, edit, and delete your transaction and merchant categories. 

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1. Creating categories

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There are two ways to create categories. The first is when you're creating a new income or expense budget, you can select to create a new category. The second way is when you're categorising merchants and transactions, you can select the green 'New category' button as below when you're categorising merchants and transactions. 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.

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2. Editing & deleting categories

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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:

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Editing categories in the budget feature

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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.

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When deleting budgets, this does not delete the category. To delete the category, follow the below steps for deleting a category in merchants & transactions.

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Editing & deleting categories in merchants & transactions

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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: For default categories, you can only edit the colour and emoji.

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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.

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You're all ready to go 🎉

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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

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