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?
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.
This question has received the maximum number of answers.