Open the Categories sheet to start customizing your Categories. Think about how you spend and earn money. Try to keep it simple. We provide a few example categories to help you think about it.
Overwrite or delete the example categories and add new ones. The template supports up to 200 categories. All categories should have a Group and a Type assigned.
Hide a category from other reports by marking it as “Hide” in the “Hide from Reports” column on the Categories sheet.