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Group categories

Oct 29, 2016 11:41AM EDT

I would like to group categories and budget them as a group instead of individually. Example of groups I would like to see:
- Rent + utilities (light, internet, water...) (house related).
- Bars, Restaurants, movies ("going out").
- Doctor, taxes etc. ("necessities").

Is this possible somehow?

Best Answer

HelloWallet Support Answer

Oct 31, 2016 10:44AM EDT
Kathleen
HelloWallet Support

Great question! Although it isn’t possible to group categories, you can create custom categories and apply a categorization rule to your transactions, so they fall under these custom categories.

Click +Add within the category group from the Edit Categories Page. Type the name of your new category within the parent category group of your choice. For example, your “Rent + Utilities” budget item will be within the “Bills” parent category group.

To make a categorization rule, go to your Transactions ledger. As you change a transaction’s category, you will see a pop-up message asking if you want all future transactions with the same description to be categorized the same. Click this message to apply the rule.

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