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How do I add, edit or delete the categories I have created in Track My Spending?

Last Updated: 13 Mar 2014

You can add up to ten of your own categories.  To do this:

  • Select the Manage Categories button on the Code Transactions screen.
  • OR select Add a new category from the drop-down menu when you assign a category to your transaction. 

To edit a category you have created:

  • Select the Manage Categories button on the Code Transactions screen. You will then be able to edit the names of your custom categories. If you rename a category, all transactions previously coded using that category will now appear under the new category. Remember to save your changes by selecting the Save button.

To delete a category you have created:

  • Select the Manage Categories button on the Code Transactions screen, then find the category that you would like to delete. 
  • Delete the name and then select Save.  Any transactions you have previously coded using that category will now become uncoded.

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