Copilot includes a default list of Categories; however, you can also create your own customized categories. There are two ways to add new categories.
Create a New Category from the Categories tab:
Select Add a Category at the bottom of the view.
You can either Start a new one from scratch or select one from the default category list.
When you create a new one, first decide if the new category is Regular (included) or Excluded (not included in your spending and budget calculations).
Note: Use Excluded categories to capture transactions that aren’t considered part of your personal spending.
Then you can edit the emoji, category name, budget (unless Excluded) and category color.
After you save the new category, it will be added to your category list and total budget (unless an Excluded category).
Create a New Category from the Transactions tab:
Search for a transaction by name or amount in the Transactions tab and select it to view the transaction details.
To create a new category, tap on the current category and then select New.
Choose which transactions should be included in the new category. This example includes All "Dentists" transactions.
First, decide if the new category is Regular (included in budget) or or Excluded (not included in your spending and budget calculations).
Then you can edit the emoji, category name, budget amount (unless Excluded) and category color.
After you save the new category, then the transaction(s) you choose to include will show the new category in the Transactions tab.
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