Categories and Budgets

4 articles in this collection
Written by Sarah and Olivia

Budget Rollovers

Enable budget rollovers to track spending across multiple months.

Written by Sarah
Updated over a week ago

Creating New Categories

Steps to create new categories.

Written by Sarah
Updated this week

Groups of Categories

Steps to group categories together.

Written by Sarah
Updated this week

Income vs. Budget

How Copilot compares income and budget

Written by Olivia
Updated over a week ago