Step 1: Click on your initials on the top of the page
Step 2: Select Income & Expenses
Step 3: At the bottom of your financial summary, click on Edit categories
a. To edit an existing category, click on it from the Transaction categories list
If you would like to simply remove this category, click the red bin icon. You can also edit the category name and change whether it is an income, expense, or capital expense. Once you have made the required changes, click Update.
b. To add a new category click on + Add Category
Add the category name and type; income, expense, or capital expense, and click Save.
