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Catorize spending from Christmas savings account

Nov 03, 2016 10:05AM EDT

How would you catoroize spending from any type of savings, Holiday accounts when that money is either charged or paid in cash

HelloWallet Support Answer

Nov 03, 2016 10:39AM EDT
Meaghan
HelloWallet Support

You can create a custom category within your budget so that you can monitor all of your holiday transactions. To do this, navigate to your Budget tab at the top of the page. In the upper right hand corner, select “Plan.” Scroll down to your “Regular Expenses” section and click +Add Custom Category. You can then categorize these transactions under the Accounts tab.

You can also create a custom budget item to group all of your holiday spending transactions. To do this, go to the Budget Tracking page, and click the blue button +Add Budget Item.

For cash purchases, you can manually add transactions to your HelloWallet. To add a manual transaction, To add a manual transaction start by clicking Add Transaction at the top of the transactions ledger. This can also be found under the Accounts tab. Select a date for the transaction and enter a description. Select a category from the drop-down list and enter an amount. You can select -/ to represent expenses or income.

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