Adding Sections & Categories

Your budget is organized into sections and categories:

• Sections are groups (e.g., “Housing”, “Food”, “Transportation”)
• Categories are individual line items within a section (e.g., “Rent”, “Groceries”, “Gas”)

Adding a section

1. On the Budget page, scroll to the bottom
2. Tap “Add Section”
3. Enter a name (e.g., “Entertainment”)
4. Choose the type: Income or Expense
5. Tap Add

Income sections appear at the top of your budget. Expense sections are sorted by total amount (largest first).

Adding a category

1. Find the section you want to add to
2. Tap the + button on that section’s header
3. Enter a category name (e.g., “Streaming Services”)
4. Set the budgeted amount (you can always change this later)
5. Tap Add

Viewing categories

Tap any category to see its details. The view differs slightly depending on whether it’s an income or expense category:

Editing sections and categories

• Tap a section name to rename it or change its type
• Tap a category to change its name or budgeted amount
• On desktop, selecting a category opens a detail sidebar with quick edit options

The edit screen also includes helper options for managing your category:

Deleting

• Sections can be deleted from the section edit menu — this also removes all categories within it
• Categories can be deleted individually — transactions assigned to that category will become uncategorized

Tips for organizing

• Keep it simple. 5–8 expense sections with 2–5 categories each is a sweet spot for most people.
• Use the default template as a starting point and remove what doesn’t apply to you.
• “Miscellaneous” is your friend. Having one catch-all category prevents you from creating too many tiny categories.
• Income sections usually only need 1–3 categories (paycheck, side income, other).