We have allocated transaction categories between Essentials and Lifestyle groups. But you can change categories between these groups if you wish.
Mobile -
In the Budget Setup screen, where you see your calendar view, touch the Settings icon in the top right-hand corner.
You will navigate to the Manage Categories screen. If you wish to move a category between Essentials and Lifestyle, simply touch move located next to the category name.
Changes will save as you make them.
Web Browser -
In the Budget Setup screen, where you see your calendar view, click the Settings icon in the top right-hand corner.
The Manage Categories window will open. If you wish to move a category between Essentials and Lifestyle, simply click on the category and then click the arrow.
Changes will save as you make them.
