How do I assign a subcategory to a record?

To add a subcategory for your newest transaction, complete the steps below:

  1. From the dashboard, click on the green circle with a plus sign (+) at the bottom of the screen to add a record (new transaction).
  2. Click "New record".
  3. Enter the details of your transaction (see How do I manually add records (transactions)?) and click the check mark in the top right corner to save.
  4. From the Dashboard, select the new record. Click on the menu icon on the right side of the main category to choose a subcategory.
  5. Select a subcategory from the list. 
  6. Click on the check mark on the top right corner of the screen to Save.

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

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