How To Manage Your Accounts, Categories and Subcategories

•
Written by Perjan Duro
How To Manage Your Accounts, Categories and Subcategories

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

Step-by-step guide

  • On the Accounts card, tap "View All" button
  • Swipe left on top of an account and tap "Edit"
  • Now you can change the name, icon, and the current amount, meaning that you can reconcile the account to fix any discrepancies
  • Tap the "Save" button.
  • Congratulations! You just learned how to manage your Accounts

Favourite an account

  • On the Accounts list, swipe left on top of the account and tap "More"
  • From the menu that appears, select "Favorite Account".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

Favorite any of your Categories

  • In the Overview, go to Settings
  • Tap on "Categories"
  • Swipe left on top of a Category and tap the "Favorite" button

Delete a single or multiple Categories

  • In the Categories list, tap the "Edit" button in the top right corner
  • Select the category or multiple ones
  • Tap the "Delete" button in the lower right side of the screen

Delete just one Category

  • In the Categories list, swipe left on top of the category you want to delete
  • Tap on the "Delete" button

Add a new Category

  • In the Categories list, tap the "+" button in the lower left side of the screen.
  • Enter the name of the category
  • Select the type, either Income or Expense
  • Select the icon of your category
  • Tap the "Save" button

Edit an existing Category

  • In the Category list, swipe left on top of a Category
  • Tap the "Edit" button
  • Edit the category and once you are done, tap the "Save" button

Create a new Subcategory inside a Category

  • In the Category list, tap on the Category you want to add a new Subcategory
  • Tap the "+" button in the lower left side of the screen
  • Enter the name of the subcategory
  • Tap the "Save" button

Edit a Subcategory

  • In the Subcategory list, swipe left or long press on top of a subcategory
  • Tap the "Edit" button
  • Edit the subcategory and once you are done, tap the "Save" button

Delete a Subcategory

  • In the Subcategory list, swipe left or long press on top of a subcategory
  • Tap the "Delete" button

Delete multiple Subcategories

  • In the Subcategories list, tap the "Edit" button in the top right corner
  • Select multiple subcategories
  • Tap the "Delete" button in the lower right side of the screen

Congratulations! You just learned pretty much everything there is to know on how to manage your Categories & Subcategories.

Back

Articles you might like