One of the best features in your platform is the categorisation. Here we show you where your money is going—and where you might be able to save some money. As an example, if you use the Service charges/Fees category, you can keep an eye on what your bank fees are costing you over time, and perhaps decide you can do better.

Once you’ve added some accounts their default Categories will be loaded in there for you, and you can delete, add or change them to suit yourself. 

The easiest is to make changes while you are looking at your transaction list. Our system chooses the Category that seems to match the Description, but sometimes we get it wrong. To edit or add a Category, click on the Category you’d like to change and and in the pop-up window choose or add your new Category under the Category heading. 

If you’re changing to an existing Category (rather than adding anew one), you’ll have the option to make this change automatic. If It’s a one-off change select No thanks. If you’d like this to apply to all future transactions with this name, press Yes please. 

You’ll be directed to save your change as a Condition. The details are all pre-filled for you. Choose whether or not to apply this to your existing transactions with the toggle, select Create Condition and you’re done. 

More about using the Conditions window

The other option for changing Categories is to head to Your account up top of the side menu, then the Settings page. Have a look under the Categories tab—there’s a long list there for you. Do they work for you? If so, great, that’s all you need to do. 

If they aren’t right for you, edit one by pressing the pencil icon, or delete it using the bin. If you’d like to add some, type the name of your new Category in the Add a category field,  and press the tick icon to save it. You’ll see any Categories you’ve added previously at the bottom of the lists.

Next step for those setting up their app is Tags