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Add a category

Create a new top-level category or subcategory in your personal category tree.

Prerequisites​

  • Big Picture Money is unlocked
  • Default categories are seeded on first run (you can add to them)

Steps​

  1. In the left navigation, click Categories & Rules.
  2. Open the Categories tab.
  3. Click Add category to create a top-level category, or Add sub on an existing row to create a child category.
  4. Enter a Name (for example, Pet care).
  5. For a top-level category, choose Parent category (Top level) and Type (Expense or Income).
  6. Click Save.

You can also create a top-level category while categorizing a transaction: open the Category picker on a register row, type a name that does not exist yet, and choose Create top-level category. Move it under a parent later from Categories & Rules if needed.

Expected result​

  • The new category appears in the tree on the Categories tab
  • The category is available in the transaction register category picker
  • After you quit and reopen the app, the category is still listed