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How to add custom categories

Don't see a category that fits? Create your own!

  1. Open an Form: Go to Add Expense, Add Task, or Add Document.
  2. Tap the Category Selector: Scroll to the far right of the category icons.
  3. Tap Custom: Select the + Custom (or "Other") button.
  4. Name It: A prompt will appear. Type your new category name (e.g., "Souvenirs") and tap Save.
  5. Done: This category is now available for all future entries!

Add custom categories