How do I edit a custom category?

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:

1. Log in to your MoneyWellth account.
2. Go to Budgeting from the bottom navigation menu.
   
   
   
   
3. Tap View All Categories.
   
   
   
   
4. Select the custom category you would like to edit. (We are taking Music as an example)
   
   
   
   
5. Select any transaction. The transaction details will appear.
   
   
   
   
6. Tap Custom Categories.
   
   
   
   
7. Select the custom category you would like to edit. 
   
   
   
   
8. You can edit the category group, category name, and icon. Tap Save to save your edits.
   
   
   
   

Through the Website: 

1. Log in to your MoneyWellth account.
2. Go to Budgeting from the left navigation menu.
   
   
   
   
3. Click on View All Categories.
   
   
   
   
4. Select the custom category you would like to edit. (We are taking Music as an example)
   
   
   
   
5. Select any transaction. The transaction details will appear.
   
   
   
   
6. Click on the create icon next to Custom Categories.
   
   
   
   
7. Select the custom category you would like to edit. 
   
   
   
   
8. You can edit the category group, category name, and icon. Click Save to save your edits.