Edit an Expense Category

Step-by-step instructions on how to edit an expense category.

  1. From the More tab, tap Expenses .
  2. On the top right, tap Options .
  3. Tap View Categories.
  4. On the next screen you can select the expense category you wish to edit.
  5. Once selected, tap Options at the top right of the screen.
  6. Tap Edit.
  7. Edit information about the expense category.
  8. Once complete, tap Done to save changes or Cancel to discard any changes.
  9. The next screen will display your newly-edited expense category.
  10. To return to the list of expense categories, tap < Back at the top left of the screen.

To return to your list of expenses you can either:

  • Tap < Back at the top left of the screen.
  • Tap Options at the top right of the screen and then select View Expenses.
Updated on December 26, 2023
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