How can I create a category and/or sub-category?
You can create a category and/or sub-category by using one of the following ways:
- While importing, when you write the category name, you can use the following format, “Household:Electricity”. This will create a parent category named “Household” with a child category named “Electricity”. If the parent category already exists, only the child category will be created.
- While manually inserting or editing a transaction you can use the same process as described above.
- In the “Categories” menu tab, under “Configuration” you can manage all of your categories.
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