Keeping your categories up to date is essential for staying organized and making the most of MoneyWellth. Follow these simple steps to make your edits:
Through the App:
- Log in to your MoneyWellth account.
- Go to Budgeting from the bottom navigation menu.
- Tap View All Categories.
- Select the custom category you would like to edit. (We are taking Music as an example)
- Select any transaction. The transaction details will appear.
- Tap Custom Categories.
- Select the custom category you would like to edit.
- You can edit the category group, category name, and icon. Tap Save to save your edits.
Through the Website:
- Log in to your MoneyWellth account.
- Go to Budgeting from the left navigation menu.
- Click on View All Categories.
- Select the custom category you would like to edit. (We are taking Music as an example)
- Select any transaction. The transaction details will appear.
- Click on the create icon next to Custom Categories.
- Select the custom category you would like to edit.
- You can edit the category group, category name, and icon. Click Save to save your edits.