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How do I create custom categories?
How do I create custom categories?
Michael Stephens avatar
Written by Michael Stephens
Updated over a year ago

Please note that the following feature is only available to WeMoney Pro users. If you have not yet upgraded to WeMoney Pro, please consider doing so to get access to this and many more useful features.

To create custom transaction categories that suit your unique needs, follow these simple steps:

  1. Tap the ‘Settings’ cog located in the top right corner of the Home Screen to access the Settings menu.

  2. Select 'Categories' to view your current categories.

  3. Find the 'Create New Category' option and select it.

  4. Name your new category, choose an icon and a colour to help you easily identify it, and indicate whether it is an income or spending category.

  5. Once you have created your new category, you can recategorize transactions into it by following the steps in the 'How do I Recategorise a Transaction?' guide.

By creating custom transaction categories, you can better organise your financial records and gain more control over your spending and income. With your own unique categories, you can easily track specific types of expenses or income sources that matter to you most.

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