Help with creating custom categories

BeeeTeee

Would like to see Social Security as a category option

RobWilk

You can add categories. Under settings you can edit them, I believe when you create a transaction you can create a new category right there by typing it in.

DannyB

Hi @BeeeTeee looks like @RobWilk gave you some pointers.

Have you been able to figure out how to set up your Social Security as a recurring transaction and how to create categories?

Here are a couple of support articles that will give you step-by-step instructions if you're still working on this:

Managing Categories and Subcategories

Managing Recurring Transactions

You can set up your Social Security payment as a sub-category of the existing "Personal Income" category and name it however you wish. I have two SSA income categories - one for my monthly benefit payment and one for my wife's monthly benefit. These two recurring income transactions could just as easily be categorize to one Personal Income sub-category with no affect on our overall Spending Plan, it's personal preference.

Please let us all know if you have more questions.

BeeeTeee

Would like to be able to add categories

RobWilk

You can create your own categories. That would give you what you want.