How To Organize Budget Categories

We aim to provide you with the flexibility to customize your budget in a way that suits you best. We avoid limiting your expenses to a few pre-selected categories. When you first start with Ploutos Budget, we offer pre-populated collections and categories to help you get started. However, you have the freedom to add, edit, delete, and reorder them according to your needs.

🌎 Web Application

Categories are buckets where we place money in order to fund future expenses for a specific purpose. Consider them as digital budget envelopes.

Add

1. Click on the "Create" button in the bottom right corner.
2. Click "Category".

3. Enter the name you want to give the new category.
4. Click on "Collection" and select the collection you want to add the category to.

5. Click "Save".

Edit / Rename Category

1. Click on the category name.

2. Enter the new name you want the category to have.
3. Click on "Collection" and select the collection you want to move the category to.

4. Click "Save".

Delete / Archive

1. A category containing transactions will be archived instead of deleted.
2. Click on the category name.

3. Click "Delete" or "Archive" if the category has transactions associated with it.

Reorder

1. Hover your mouse over the category row you wish to move.

2. Click and hold down on the 6 dots at the front of the row.
3. While still holding down drag your mouse up or down to reorder the category.

📱 Mobile Application

Categories are buckets where we place money in order to fund future expenses for a specific purpose. Consider them as digital budget envelopes.

Add

1. Tap on the "Create" button in the bottom navigation.

2. Tap "Category".

3. Tap below "Collection" and select the collection you want to add the category to.
4. Enter the name you want to give the new category.

5. Tap "Save".

Edit / Rename Category

1. Tap on the category.

2. Tap "Edit".

3. Tap below "Collection" and select the collection you want to move the category to.
4. Enter the new name you want the category to have.

5. Tap "Save".

Delete / Archive

1. A category with transactions will be archived instead of deleted.
2. Tap on the category.

3 Tap "Edit".

4. Tap "Delete Category" or "Archive Category" if the category has transactions associated with it.
5. Confirm by tapping "Delete" or "Archive".

Reorder

1. Press and hold on the category for 2 seconds.

2. While still holding slide your finger up or down to reorder.
3. Release your finger when finished.