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

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.

budget_managecategories