Setting up your Expense Categories in Manage Categories is the first step in creating a Budget.


To add an expense category:


  1. Click on the Budgets module in the side nav.
  2. Select Manage Categories.
  3. Here you will see a list of all your existing categories.
  4. Click on the blue + Add New Expense Category button in the top right corner of the screen:

  5. Enter a new Category Name:
  6. Click Save.
  7. A success message will confirm the Save: