Manage Categories & Subcategories
Create, edit and manage new or existing Categories and Subcategories reflecting your financial habits. New Categories may also be added while creating a new Transaction.
To create a new category:
From Accounts Overview screen,
Press the MENU button to raise EasyMoneyTM menu options.
Tap Manage Categories
Tap New Category
Fill in Category Name
Select Transaction Type
Either 'Income' or 'Expense'. If a category is assigned as an 'Income' type, all transactions under the category will be reflected as deposits. Likewise, if a category is assigned as an 'Expense' type, all transactions under the category will be reflected as withdrawals.
Select Parent Category (Optional)
Make this new category a subcategory by selecting a Parent Category. Note that subcategories cannot be selected as Parent Categories.
For example, the Subcategory ‘Groceries’ may be created under a Parent Category ‘Household’.
Fill in Description (Optional)
Tap Color
You can tap on the various color selection methods on the right for more customization. When you are done, tap on ‘Accept’.
Tap Save or Cancel to complete your New Category
Edit a Category
From Accounts Overview screen,
Press the MENU button to view EasyMoneyTM menu options
Tap Manage Categories
Tap and Hold on Category Name to view Category menu of options
Tap View/Edit Category to amend your category
You will be directed to the Edit Category page where you can view your category details and update any changes.
Tap Delete Category to remove your category
Transactions from the deleted category will be moved to a default category called 'Others'.