![]() Credit Card Payment Categories cannot be moved into other Category Groups (though they can be re-ordered within the Credit Card Payment Category), and neither the Credit Card Payment Category or the Category Group can be renamed in the budget. The only exception is Credit Card Payments, which is a Category Group created automatically if you add one or more credit card accounts. You can also rename a Category Group by clicking the name. You can rename categories the same way. When that category or group is where you want it, drop it right into its new home. You can move categories within a Category Group or between Category Groups, and move Category Groups above or below other Category Groups this way. Reorder and Rename a Category Group or CategoryĬategory Groups hold groups of categories (clever, huh?) that are related in some way.īy default, category groups are based on our prioritization strategy, but you can reorder a category, or even a Category Group, at any time by clicking on it and dragging it up or down. Reorder and Rename a Category Group or Category.While some categories you know you'll need right away, others you'll discover as you get more budgeting experience under your belt. The goal is to have a list of categories specific enough to guide your spending, but not so specific that your budget gets complicated. You'll learn how to add, rename, reorder, hide, and delete categories. This Help Doc is about customizing your categories until they represent your priorities.
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