Another key way to getting optimal usage out of your account is accurate categorization of your transactions. You can easily access the Categories page via the Settings icon in the header. Here, you are able to use pre-set categories or you may create your own personalized categories for both budgets and transactions.

 

Accurate categorization helps you see where you are at, where you need improvement and where you have improved in your spending habits!


Currently you can only create new sub-categories under existing main categories.