How To Manage Your Accounts, Categories and Subcategories

MoneyCoach gives you separate places to manage accounts and categories. That keeps your day-to-day tracking fast, while still giving you full control when you want to clean things up.

TL;DR

• Manage accounts from the Accounts tab.
• Manage categories and subcategories from Settings > Categories.
• Use Favorite for faster defaults, and Edit mode for bulk cleanup.

Video tutorial

Step-by-step guide

Manage accounts

1. Open the Accounts tab.
2. Swipe left on an account or open its context menu.
3. Use the available actions to:
   • Edit the account
   • Favorite it so it becomes your default account for manual entry
   • Update Balance when you want to reconcile it
   • Archive it when you no longer use it
   • Delete it if you want to remove it completely

You can also open Options in the Accounts tab for actions such as:

• creating a new group
• editing group order
• opening Archived accounts
• opening Manage Connections for online banking links

←→

Favorite an account

• In the Accounts tab, open the actions for the account you want.
• Tap Favorite.
• That account becomes the default choice for manual transaction entry where applicable.

Manage categories

1. Open Settings.
2. Tap Categories.
3. Use the category list to switch between Expense and Income categories.
4. From there you can:
   • tap + to create a new category
   • swipe left on a category to Edit or Delete
   • open the More menu to mark a category as Favorite
   • merge categories if you need to consolidate older setups

←→

Favorite a category

• Open Settings > Categories.
• Find the category you want.
• Open the More menu and tap Favorite.

Common mistakes

• Editing or deleting categories without checking where they are already used.
• Forgetting to set frequently used accounts/categories as Favorite.
• Deleting multiple items in Edit mode without reviewing the selection first.

Add a new Category

• Open Settings > Categories.
• Tap the + button.
• Choose the type, enter the name, select the icon, and save.

Edit an existing Category

• In Settings > Categories, swipe left on the category.
• Tap Edit.
• Update the details and save.

Delete one or multiple categories

• To delete one category, swipe left on it and tap Delete.
• To delete several categories at once, tap Edit, select the categories, and then delete them.

Manage subcategories

Create a new Subcategory inside a Category

• Open Settings > Categories.
• Tap the category that should contain the new subcategory.
• In the subcategory screen, tap +.
• Enter the subcategory name and save.

Edit a Subcategory

• Open the category that contains the subcategory.
• Swipe left on the subcategory and tap Edit.
• Save your changes.

Delete a Subcategory

• Open the category that contains the subcategory.
• Swipe left on the subcategory and tap Delete.

Delete multiple Subcategories

• Open the category that contains the subcategories.
• Tap Edit.
• Select the subcategories you want to remove.
• Tap the delete action.

That is the current cleanup toolkit for keeping your MoneyCoach setup organised as it grows.