How to Edit or Add a Category or Account

Overview

Changing a Plan Category typically affects both historical and future transactions. You have 3 options:

1. Rename or Add the Category: If you'd simply like to rename a Category, head to the app's Settings (gear icon in the top right). From there, you can edit Categories or Account names. For example, if you tap on Income Categories and rename the "Salary" category, all instances of "Salary" across the app will automatically update to reflect the new name. Same is true for Expense categories. You can also Delete categories here, but that is advisable only if unused (usage data is provided).

2. Create a New Plan: Alternatively, you can set an End Date for the current Plan and create a new one starting from a future date, using the desired Category.

3. Swap a Category: Starting from version 1.9.103, you can swap most plan categories for a new name directly on the plan. This change will apply only to future instances of that category within the same plan, so proceed carefully. Additionally, when filtering by category name, the old names will still appear as they are tied to previous entries within the plan.