How to create a custom category

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

ℹ️ Video translation into English in progress

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

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

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

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