How do I set up customised expense categories?

You can customise the categories which break down your expenses based on how much you and your co-parent are each responsible for. To create custom expense categories, you must first select the Expense Log tab at the top of the screen.

  1. Click Categories on the left side menu.
  2. On the Categories screen, you will see a list of all preset categories, as well as any other categories previously created by you and your co-parent. Preset categories cannot be edited; however, custom categories that are not assigned to any expenses can be edited or removed.
  3. Click the Add Category button to create a new category. 
  4. In the Add Category window, you can title your category, add a description and set your percentage, which will generate the reciprocal percentage for your co-parent.
  5. Click the Save button.

Once saved, the new expense category will be available for use when creating a new expense.

> Learn how to create expense categories on the mobile app