Categories and Budgets

4 articles in this collection
Written by Sarah and Olivia

Creating New Categories

Steps to create new categories.

Written by Sarah
Updated over a week ago

Groups of Categories

Steps to group categories together.

Written by Sarah
Updated over a week ago

Budget Rollovers

Enable budget rollovers to track spending across multiple months.

Written by Sarah
Updated over a week ago

Income vs. Budget

How Copilot compares income and budget

Written by Olivia
Updated over a week ago