In order to organize your transactions, you can either use re:cap categories, or your own custom categories. Here’s how you can easily do that.
- Click on Data in the navigation menu, and then on Liquidity customization, also via the menu on the left.
- The default re:cap categories are now visible. Click on the Add new category button on the top right.
- All custom categories need to have a default top-level category. Choose the one that fits best, and then enter your custom category name in the field below. Click on Next to proceed.
- You will now be shown an explanation of how your existing transactions’ category will be changed. Tap on Confirm.
- Your category has been created and is now visible in the list. Tap on Categorize transactions to go to the transaction view and start using your new category.