Linked Categories

When tracking a loan account or other debt, we link a category to that account from which the money will be deducted to repay the loan.





🌎 Web Application


Linked Category

A linked category is indicated by a link icon next to the category name.

Linked category on web application.


Loan Payments In Ploutos Budget

To create a loan payment, select the loan account as the “Payee (To).” The linked category will be automatically selected for you.

Add a loan payment in Ploutos Budget.

Linked category is auto selected on loan payment.


Edit Linked Category

To edit the linked category for a loan account, simply click the icon next to the loan account name in the left-side navigation.

Edit linked category.

Edit account form.




📱 Mobile Application


Linked Category

A linked category is indicated by a link icon next to the category name.

Linked category on mobile application.


Loan Payments In Ploutos Budget

To create a loan payment, select the loan account as the “Payee (To).” The linked category will be automatically selected for you.

Loan account on mobile application.

Linked category auto-selected on loan account payment.


Edit Linked Category

To edit the linked category for a loan account, navigate to the accounts screen, select the loan tab at the top, and tap the account you want to edit.

Loan account screen on mobile application.

Tap "Edit" in the top right of the screen on the account's detail page.

Account detail screen.

Edit account form.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us