How do I move categories between Lifestyle and Essentials?

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.

budget_managecategories

Desktop –

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.

budget_managecategories