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Creating and editing custom categories

Understand your spending with custom transaction and budgeting labels. Buy a flat white regularly on your way into work? Make your own Coffee category. Or how about a Gig category, for tickets and any merch you buy at the show.

Give each of your unique categories a name, icon and colour.

You can create and edit a custom category by opening a recent payment and tapping the category for that payment.

When editing a payment's category, we'll give you 3 options.

  1. Categorise that specific payment only.

  2. Categorise that specific payment and future payments for that merchant.

  3. Categorise that specific payment as well as all past and future payments for that merchant.

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