All about categories/subcategories

Categories help you see how much you’re spending on particular items, such as rent, groceries, or entertainment. When you add a Record in Wallet, assign a category that makes sense. Categorizing your spending helps you see where your money goes and make the necessary adjustments to achieve your goals.     

How can I add, edit, delete, or rearrange Wallet's default categories?

Newly it is possible to rename and change icon of Wallet's pre-existing Main categories. You can even modify the nature of your categories with "must", "need" or "want" to show the importance of these categories. You can hide and rename Wallet's subcategories. You also have the ability to create your own custom sub-subcategory. See info below. 

Tip: To hide a Main Category, hide all of the subcategories under it!

Tip: You can also bulk edit your Records to apply a category to many Records at once!

Please note: It is not possible to add or delete default main categories. More details here. 

Subcategories

To assign and add a category + sub-subcategory to your Record:

When you add a new Record (see How do I manually add Records (transactions)?) you can assign a category + subcategory in the Record detail screen: tap on the Category and scroll down. Tap on the Main Category to see the subcategory options. Tap on your choice. Tap on the check mark to save the changes to your new Record. 

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

How to customize your categories:

A) Android devices:

To add your own custom sub-subcategory to Wallet:

1. In the Main Menu, tap on Settings > Categories.
2. Select any main Category from the list of available Categories.
3. A list of subcategories will be displayed, click on the subcategory you'd like to add upon. Tap on the plus sign (+) that appears to the right of the subcategory description.
4. Type in the name of your custom sub-sub category, select a colour and add a description.
5. Click on the check mark on the top right hand of the screen to Save.

To hide/show subcategories:

1. In the Main Menu, tap on Settings > Categories.
2. Tap on a Category.
3. Choose which subcategories you'd like to Hide or Show by tapping on the blue toggle button on the left side of the screen.

To delete a custom subcategory:

1. In the Main Menu, tap on Settings > Categories.
2. Select the custom subcategory you would like to delete.
3. From the Edit subcategory page, tap on the recycle bin icon on the top right corner of the screen, and tap 'YES'.

B) iOS devices:

To add your own custom sub-subcategory to Wallet:

1. Tap on the Gear sign in the top-right of the screen
2. Select Categories from the menu
3. Open the subcategory you want to add to
4. Tap on + Add subcategory
5. After you've chosen the name, nature of the sub-subcategory and icon, tap on Save

To hide/show subcategories:

1. Tap on the Gear sign in the top-right of the screen
2. Select Categories from the menu
3. Open the category you want to hide/show
4. Use the Show toggle

To delete a custom subcategory:

1. Tap on the Gear sign in the top-right of the screen
2. Select Categories from the menu
3. Open the subcategory you want to delete
4. Tap on Delete and confirm

C) WebApp:

To add your own custom sub-subcategory to Wallet:

1. Click on your ID from the top-right of the screen, then Settings
2. From the sidebar on the left, click on Categories
3. Click on Add Subcategory from the panel that opens on the right
4. Choose a name for it, you can edit the icon as well by clicking on it
5. Save

To hide/show subcategories:

1. Click on your ID from the top-right of the screen, then Settings
2. From the sidebar on the left, click on Categories
3. You can toggle the hide/show property of the subcategory from here

To delete a custom subcategory:

1. Click on your ID from the top-right of the screen, then Settings
2. From the sidebar on the left, click on Categories
3. Next to the sub-subcategory you want deleted, you'll find the Delete button in red
4. Click on Delete, confirm

Tip: To hide a Main Category, hide all of the subcategories under it!

Note: If the category is being used by a Record, you will not be able to delete it until it is removed from all Records. You can use the filter option to find the Records with the subcategory and remove it from those Records.