Mobile App: How to Add Categories

There are two ways to add categories in the mobile app: from the settings page or while adding a transaction. To add categories in the Mobile app from the settings page, please follow these directions:

1) From the "Overview" page, click on the settings icon as shown here:

 

 

2) Select "Categories" from the "Manage" section.

 

 

3) To add a category, click on the "+" logo as shown here:

 

 

4) Add the "Name" of the category that you would like to add.

5) Select the "Category Type" from the list of available category types

  • Income
  • Non-Business Income
  • Expenses
  • Non-Business Expenses

NOTE: Transactions in on-business categories will not show on the mobile app.

6) For business categories, select the tax line on the schedule c worksheet that you would like this category to apply to.

7) Click "Save" to save this new category.

 

 

 

To add categories in the Mobile app while adding a transaction, please follow these directions:

1) From the "Overview" page, click on the "+" icon as shown here:

 

 

2) Depending on the type of transaction and category you would like to add, click either:

a) Add Expense

b) Add Income

 

 

3) While entering in the pertinent transaction info, click "Category."

4) At the top of the categories list, click "Add" to add a category.

 

 

5) Add the "Name" of the category that you would like to add.

6) Select the "Category Type" from the list of available category types

  • Income
  • Non-Business Income
  • Expenses
  • Non-Business Expenses

NOTE: Transactions in on-business categories will not show on the mobile app.

7) For business categories, select the tax line on the schedule c worksheet that you would like this category to apply to.

8) Click "Save" to save this new category.

 

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