In order to better evaluate your Transactions, Budget Flow offers the option of creating Categories and assigning Transactions. In this tutorial you will learn how to do this.
Create a Category
- To create a new Category, open the “Settings” of the app and navigate to “General” => “Manage Categories”. In the upcoming view, you will see all the Folders and Categories that exist in the currently active Budget Book. The Categories are grouped by the Folder to which they are assigned.
- To create a new Category, click on the “+” button in the top right. This will open a menu where you can select “New Category” to create a new one. Next you will see a new view where you can set the properties of the Category:
| Property | Description |
| Name | The unique name of the category. |
| Color | The color of the category. |
| Icon | The icon (emoji / symbol) of the category. |
| Folder | The assigned folder of the category. For more information about folders and which features to use click here. |
- Since each Category must be assigned to a Folder, it is necessary to assign one. To do this, click on “Folder” and select any Folder.
- Finally click on “Save”. Your newly created Category will then appear in the list of all the Folders and Categories that you have created.
If you want to create a new Category for a specific Folder, you can also click on the “New Category” button at the end of each group. This will automatically select the assigned Folder during creation.
Edit Categories
Edit a Category
- After you have created a Category, you can edit it at any time. To do this, first go to the app’s settings and navigate to “General” => “Manage Categories” as you did when adding.
- To edit a Category, either swipe from right to left and click on the “Pen”-icon, or long press to open the context menu and select “Edit”.
- After that, you can modify your existing Category as you like and finally click “Save” to save your changes.
If you create a new Transaction and want to change the name of the Category, for example, you do not have to cancel the process and switch to the settings. Instead, you can edit the corresponding Category directly in the list of Folders and Categories displayed there.
Edit the list of Categories
- In addition to individual Categories, you can also customize the list of Categories. To do this, click on the “…”-icon in the top right and select “Sort Categories” This will switch you to editing mode.
- You can then use the drag indicator on the right to change the order of your Categories within each group. However, moving them to another group is not possible.
- When you’re finished, click “Done” to save your changes.
- The sorting affects both the list of Categories and the sidebar on the iPad and Mac.
Delete Categories
- To delete a Category, go to the app’s settings again and navigate to “General” => “Manage Categories”.
- To delete a specific one, either swipe from right to left and click on the “Trash”-icon, or long press to open the context menu and select “Delete”.
- You can also swipe from right to left and click on the “Pen”-icon or long press to open the context menu and select “Edit” to edit a specific Category. At the bottom you will then find a “Delete Category” button with which you can delete the currently edited Category.
- After that, a dialog will appear asking you to confirm the deletion. Once you confirm, the corresponding Category will be deleted.
If you want to delete multiple Categories at the same time, you can also activate the editing mode using the “Pen” icon in the top right and select all Categories to be deleted. As soon as you click on “Delete” and confirm the dialog, all selected Categories will be deleted.