How do I create new categories?

This is an answer for the Pocketbook web version. Switch to the mobile app answer.

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In Pocketbook, you can create as many of your own categories as you'd like to suit your individual needs. To do this:

 

1. Open the Transactions page

 

 

2. Click on an uncategorised transaction. Result: The Category window is displayed.

 

 

3. Click on Choose Category on the pop-up window on the right-hand side

 

 

4. Click Create New Category. Result: A new text field is displayed

 

 

 

 

5. Type in a name for the category and click Save Changes. Result: A new transaction category is created and applied to the relevant transaction/s.

 

 

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