To make it easier to find Categories, you can use Folders and organize them according to your needs.
- To create a new Folder, 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.
- To create a new Folder, click on the “+” button in the top right. This will open a menu where you can select “New Folder” to create a new one. Next you will see a new view where you can set the properties of the Folder:
| Property | Description |
| Name | The unique name of the folder. |
Finally click on “Save”. Your newly created Folder will then appear in the list of all the Categories and Folders that you have created.
Edit Folders
Edit a Folder
- After you have created a Folder, 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 Folder, click the “Edit” button next to the Folder name.
- After that, you can modify your existing Folder as you like and finally click “Save” to save your changes.
Tip
If you create a new Transaction and want to change the name of the Folder, for example, you do not have to cancel the process and switch to the settings. Instead, you can edit the corresponding Folder directly in the list of Folders and Categories displayed there.
Edit the list of Folders
- In addition to individual Folders, you can also customize the list of Folders. To do this, click on the “…”-icon in the top right and select “Sort Folders”. This will bring up a new view.
- You can then use the drag indicator on the right to change the order of your Folders.
- When you’re finished, click “Done” to save your changes.
- The sorting affects both the list of Folders and the sidebar on the iPad and Mac.
Delete Folders
- To delete a Folder, go to the app’s settings again and navigate to “General” => “Manage Categories”.
- To delete a specific one, click the “Edit” button next to the Folder name. At the bottom you will then find a “Delete Folder” button with which you can delete the currently edited Folder.
- After that, a dialog will appear asking you to confirm the deletion. Once you confirm, the corresponding Folder will be deleted.