Copilot allows you to group categories together to better organize your spending.
Create a Group of Categories:
From the Categories tab, select an existing category, then tap the menu button at the top right.
From the Category Settings menu, select the Spending category group option.
In the Groups of Budgets menu you can select an existing group or Start a new group.
Select Start a new group and enter the name. You can also enter an Unassigned Budget for the group. Set an unassigned budget if you do not want to set a budget for each subcategory or if you want to add budget for subcategory overages.
Example: Create the Group “Food” with categories “Groceries” and “Restaurants”, and set the Group unassigned budget to $500 rather than $250 for Groceries and $250 for Restaurants. This is useful if your monthly spend fluctuates due to cooking vs. dining out more often.
Save and then select another category to add to the group.
Open the menu on the top right and select Spending category group again and choose your recently created group name.
Then on the Categories tab, you will see the new group which you can expand or select to see the group budget and subcategories.
Edit Group Budgets:
From the Categories tab, select an existing Group.
To edit a subcategory budget, select the individual category.
Then, tap or slide the budget bar to adjust the budget.
To edit a group Unassigned Budget, either tap on the group name or slide the budget bar to adjust the subcategory and/or unassigned budgets.
Set an Unassigned Budget if you do not want to set a budget for each subcategory or if you want to add budget for subcategory overages.
In the Groups of Categories view, you will see the new group budget.
Remove a Single Category from a Group:
From the Categories tab, select an existing category, and then open the menu on the top right, then select Spending category group at the bottom of the view.
In the Groups of Budgets menu, select Remove from group.
Ungroup a Set of Categories:
From the Categories tab, select an existing group and from the menu on the top right select Ungroup these categories at the bottom of the view.
Confirm Ungrouping or close the view to cancel.
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