Set up categories and tags so your users can organise their transactions. This article explains how to create, edit, and manage them in your account.
On this page:
Note: If you're using Xero, you can automatically sync your Chart of Accounts with Budgetly. Click here to learn more.
How to create categories
To get started, from the main sidebar menu:
- Click Settings.
- Choose Categories.
Within the Categories page:
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How to create tags
Note: Tags are available on the Premium plan and above.
To get started, from the main sidebar menu:
- Click Settings.
- Choose Tags.
Within the Tags page:
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