Managing your Accounts, Categories and Subcategories is really easy in MoneyCoach. Here you will learn how to delete, edit or add new Categories & Subcategories.

Here’s how to do it:

  1. On the Accounts card, tap “View All” button
  2. Swipe left on top of an account and tap “Edit”
  3. Now you can change the name, icon, and the current amount, meaning that you can reconcile the account to fix any discrepancies.
  4. Tap the “Save” button.
  5. Congratulations! You just learned how to manage your Accounts.
  6. To Favourite an account, swipe left on top of the account and tap “Favourite”. The favorite account will be the account automatically selected when entering a new transaction the normal way, via Quick Entry or via the Apple Watch app.

You can apply the same principles for the Categories, here’s how you do it:

  1. Tap the “Gear” button in the Overview to go to the Settings screen
  2. Tap on “General”
  3. Tap on “Categories”
  4. Tap the “Edit” button on the top right side to:
    • Delete categories by tapping the “red minus” button on the left side
    • Sort them by holding the “3 lines” button on the right side and drag and dropping them
  5. To add a new category, tap the “+” button on the lower left side
  6. To edit a Category:
    • Swipe left on top of a Category
    • Tap the “Edit” button
    • Now you can change the name, icon and the category type, either income or expense
    • Tap the “Save” button to save your changes for the category
  7. To edit a Subcategory:
    • Tap on a Category
    • Tap on Subcategory
    • Now you can edit the name of the Subcategory
    • Tap the “Save” button to save your changes for the subcategory
    • Tap the “Edit” button to delete or sort your subcategories
    • To add a new Subcategory, tap on the “+” button on the lower left side
  8. To Favourite a category, swipe left on top of the category and tap “⭐️” button. The favorite category will be automatically selected when entering a new transaction the normal way and via Quick Entry. Do the same step for the Income category too.
  9. Congratulations! You just learned how to manage your Categories & Subcategories.

We also made this helpful video tutorial. Check it out:

Alternatively, you can edit your Categories & Subcategories while you are adding a new transaction:

  1. Tap the floating “+” button on the Overview
  2. Tap the “Category” button
  3. Long-press on a Category to:
    • Favorite category
    • Edit category
    • Delete category
  4. Long-press on a Subcategory to:
    • Edit subcategory
    • Delete subcategory

We also made this helpful video tutorial. Check it out:

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