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Adding and Reordering Budget Categories

Add categories and change the order in which categories are shown on your budget worksheet.

Christina Farrow avatar
Written by Christina Farrow
Updated over 6 years ago

To add new categories or adjust the order on budget categories, click on the gold MANAGE CATEGORIES button towards the top right of your budget tool to open a secondary budget menu.
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To add new categories, type in the new category you'd like to add to the budget, then click on the ADD CATEGORY button towards the bottom of the menu.
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​To reorder budget categories, click on the reorder icon to the left side of each category to drag and drop to reorder your budget categories in place.
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