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✨

Learn where and how you can add new categories below!

Adding new categories from the Categories page

1. Head to the Categories page ( Manage > Categories)

2. Select + Add new from the toolbar. Enter a new category or a number of categories in the text box provided, or, pick a category template from the drop-down menu.

   Tip

   If you're not too sure what categories to set up, you can choose from the pre-populated category templates that we've assembled to help you get started. 

   You are always able to edit or refine your categories at a later date.

3. Select Add new categories > OK

   

Adding new categories from the Transactions page

Within a transaction card

1. Head to the Transactions page
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 the Transactions page
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 Transactions page

1. Head to the Categorize Transactions page ( Manage > Categorize Transactions)
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 transactions page here:  Using the Categorize transactions page

Edit settings for newly created categories