How do I assign a category to a record?

To add a new category for your record, complete the steps below:

  1. From the dashboard, click on the plus sign (+) at the top right corner of the screen OR simply swipe down to add a record (new transaction).
  2. Choose between Income/Expense/Transfer.
  3. Enter the details of your transaction.
  4. Click on Category to choose a category.
  5. Select a main category from the list of available categories and then select a subcategory.
  6. Click on Save at the top right corner of the screen to save.

The next time you need to assign a category, it will show under the frequently used categories list.

 

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