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 a week 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.

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.
​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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