In contrast to business expense categories, personal expense categories help you keep track of your expenses to see where you’re spending your money on non-business activities. With extensive default categories, the ability to create custom categories, and detailed personal reports, makes it easy to track and manage your personal spending!
Create Custom Personal Expense Categories
When you tag an Expense as Personal, you'll be able to select a Personal Expense category. There are many default categories to choose from, but you can also create your own custom ones.
Follow the steps below to create a Custom Personal Expenses Category:
On the Mobile App
On the Mobile App
Go to the Expenses tab
Tap the gear icon
Tap ‘Personal Categories’
Tap the '+' icon in the top right corner
Enter the Category Name, and select the Parent Category it will be organized under
Tap 'Save'
On the Web App
On the Web App
Click the gear icon in the top right corner
Select ‘Personal Categories’
Select '+ Add' button in the top right corner
Enter the Category Name, and select the Parent Category it will organized under
Click 'Save'
Tag an Expense to a Personal Expense Category
Navigate to the Expenses Dashboard (Free & Premium) or Transactions Dashboard (Pro)
Select the transaction you want
Change the tag to 'Personal'
Tap the Category field to select your personal expense category
Click 'Save'