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

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

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).