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:
- 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.
- 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:
- Tap the "Gear" button in the Overview to go to the Settings screen
- Tap on "General"
- Tap on “Categories”
- 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
- To add a new category, tap the "+" button on the lower left side
- 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
- 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
- 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.
- 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:
- Tap the floating "+" button on the Overview
- Tap the "Category" button
- Long-press on a Category to:
- Favorite category
- Edit category
- Delete category
- Long-press on a Subcategory to:
- Edit subcategory
- Delete subcategory
We also made this helpful video tutorial. Check it out: