Managing your Accounts, Categories and Subcategories is really easy in MoneyCoach. Here you will learn how to delete, edit or add new Categories & Subcategories.
Here’s how to do it:
1 – On the Accounts card, tap “View All”
2 – Swipe left on top of an account and select Edit
3 – Here you can change the name, icon, currency and the current amount, meaning that you can reconcile the account to fix any discrepancies.
4 – Tap “Save” and you are done.
5 – Congratulations! You just learned how to manage your Accounts.
You can apply the same principles for the Categories, here’s how you do it:
1 – Tap the gear icon in the Overview to go to the Settings screen
2 – Go to “General” and find “Categories”
3 – To add a new Category tap on the + symbol
4 – Here you can:
- Enter the name of the new Category
- Select type “Expense” or “Income”
- Select an icon
- Tap Save
5 – To edit an existing Category swipe left on top of a Category and tap Edit
6 – To add a new Subcategory inside a Category, tap the + symbol
7 – Tap on a Subcategory, to edit it; To delete a Subcategory, swipe left on top of the Subcategory
8 – Congratulations! You just learned how to manage your Categories and Subcategories
We also made this helpful video tutorial. Check it out: