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Creating New Categories
Creating New Categories

Steps to create new categories.

Olivia avatar
Written by Olivia
Updated over a week ago

Copilot includes a default list of Categories; however, you can also create your own customized categories. There are two ways to add new categories.

Create a New Category from the Categories tab: 

  • Select Add a Category at the bottom of the view.

  • You can either Start a new one from scratch or select one from the default category list.

  • When you create a new one, first decide if the new category is Regular (included) or Excluded (not included in your spending and budget calculations). 

Note: Use Excluded categories to capture transactions that aren’t considered part of your personal spending.

  • Then you can edit the emoji, category name, budget (unless Excluded) and category color. 

  • After you save the new category, it will be added to your category list and total budget (unless an Excluded category).

Create a New Category from the Transactions tab: 

  • Search for a transaction by name or amount in the Transactions tab and select it to view the transaction details.

  • To create a new category, tap on the current category and then select New

  • Choose which transactions should be included in the new category. This example includes All "Dentists" transactions.

  • First, decide if the new category is Regular (included in budget) or or Excluded (not included in your spending and budget calculations).

  • Then you can edit the emoji, category name, budget amount (unless Excluded) and category color. 

  • After you save the new category, then the transaction(s) you choose to include will show the new category in the Transactions tab.

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