Introduction
We have given you a range of categories that you can use to categorise your transactions. We also know that every deals with their money differently and that is why we have created custom categories to give you the flexibility you need.
Topic area
Categorisation
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
The steps
The first stage is to go to the transaction page:
- On Mobile this is the Home Page
- On the Web app this is the Transactions Tab
Find the transaction you want to change you want to apply your custom category to and apply it. Click the edit button (Below it is highlighted in the red rounded square)
You will then see the following category menu pop up. Click the "+" icon (Add category) and specify your custom categories details (Name, colour and icon) before selecting Save.
This custom category will now be available to use for future transactions.
