Banktrack
FeedbackChangelog
English
English
  • 📌HOW TO START
    • What is Banktrack?
    • Banktrack in 3 minutes
  • 📊DASHBOARDS
    • How to create a custom dashboard
    • How to create a Budget block
  • 📶FORECASTS
    • How to make a future forecast
  • 🔍TRANSACTIONS
    • How to use the transaction finder
    • How to ignore a transaction
    • How to import transactions
    • How to add a transaction manually
  • 📄INVOICES
    • How to reconcile invoices
    • How to send invoices to Banktrack
  • ✨AUTOMATIONS
    • How to create an automation
  • 📑REPORTS
    • How to create a custom report
  • 🔔ALERTS
    • How to create a custom alert
  • 🏦BANKS
    • How to connect a bank
    • Types of bank connections
    • Bank synchronization
    • Reconnect a bank
  • 📲INTEGRATIONS
    • How to connect a channel
  • 🏷️CATEGORIES
    • How to create a custom category
    • How to categorize transactions Automatically
  • ⚙️SETTINGS
    • How to subscribe
    • How to modify preferences
    • How to modify billing information
    • How to add additional users
    • How to add a workspace
    • How to manage my Banktrack subscription
    • How to modify your account information
    • How to change your password
  • 💡INFORMATION OF INTEREST
    • Security
    • Privacy
    • Plans and pricing
Con tecnología de GitBook
En esta página

¿Te fue útil?

  1. CATEGORIES

How to create a custom category

AnteriorHow to connect a channelSiguienteHow to categorize transactions Automatically

Última actualización hace 8 meses

¿Te fue útil?

From the section, you can create, modify, or delete custom categories and assign them to your transactions using the .

ℹ️ Video translation into English in progress

Add as many categories as you like to your transactions and organize them your way.

If you have any questions about labels, you can contact us through the chat located in the bottom right corner of the screen.

If you want to automate the transaction categorization process, you can do so with .

🏷️
Automations
Categories
transaction search tool
How to create custom categories