Customising your spending

You can customise your spending to fit your needs.

How to exclude categories:

  • To exclude an entire category from your spending totals, go to the Trends tab and tap Edit next to Excluded from spending.

  • You can also manage which categories you track for a spending target by tapping the pen icon on the Target page.

How to create custom categories:

Group and label purchases your way!

  • From the Trends tab: Select Spending, scroll down, and tap Create your own category.

  • From a transaction: Select a transaction on the Home screen, tap Create or pick multiple categories, and then tap Create + to give your category a name and icon.

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