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How do I add custom categories?

How do I add custom categories?

Last updated:

November 6, 2023

  1. Navigate to the Settings tab
  2. Tap on Custom Categories
  3. Add or remove categories as you wish
Small Business Bookkeeping 101

Small Business Bookkeeping 101

Effective bookkeeping is essential for the success of any small business. It involves organizing and categorizing all financial transactions to get a clear picture of the flow of money in and out of the business.

Investment Diversification Techniques

Investment Diversification Techniques

Investment diversification is an important component of anyone's long-term investment strategy. It involves allocating assets among different asset classes such as stocks, bonds, cash, and other alternative products to minimize risk while achieving higher overall returns.

Budgeting Blunders: The Sneaky Mistakes Sabotaging Your Financial Success (And How to Outsmart Them)

Budgeting Blunders: The Sneaky Mistakes Sabotaging Your Financial Success (And How to Outsmart Them)

Uncover the most common budgeting blunders – those sneaky mistakes that can sabotage your financial success – and, more importantly, we'll equip you with actionable strategies to fix them.

Personal Financial Advisors: A Beginner’s Guide

Personal Financial Advisors: A Beginner’s Guide

Many people struggle to navigate the complexities of personal finance. But there's good news: personal financial advisors can be the guiding light you need to take control of your financial future.

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