Adding new categories

There are a number of different places in PocketSmith where you can add new categories - on the Categories page, the Transactions page or the Categorize Items page‚ú®
Learn where and how you can add new categories below!

In this user guide

Adding new categories from the Categories page

1
Head to Settings > Categories
2
Select + Add new from the toolbar. Enter a new category, or a number of categories in the text box provided. Alternatively, you can pick a category template from the drop-down menu
3
Select Add new categories > OK


Adding new categories from the Transactions page

Within a transaction card

1
Head to  Accounts >  Transactions
2

Select a transaction, then under the category field type in a new category and click  Create category: [new category name]

3
Click Save

From the toolbar

1
Head to  Accounts >  Transactions
2

Select the checkbox beside a transaction (or a number of transactions)

3
Select Category from the toolbar then enter the new category you want to add and click Create category: [category name]


Adding new categories from the Categorize Items page

1
Head to  Accounts >  Categorize items
2

Under the category field type in a new category and click Create category: [new category name]

3
Click  Save & continue

We've got more details about the Categorize Items page here:   Using the Categorize Items page

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