How to create your own category.

Web:

There are 2 ways to add your own categories: using Budget, or from any transaction:

Via Budget:

  1. Log into 22seven and visit the Budget page.
  2. Click on the 'ADD A CATEGORY' button.
  3. Enter the amount you want to budget for this category in the "Set budget amount" box.
  4. Click on the 'Choose a spending group' link and select the spending group you want this category to appear in.
  5. Click on the 'Choose a category' link. In the window that opens, type your new category name in the search bar, then click on the '+ CREATE' button on the right.
  6. The category will now appear in the list below. Click on it to select it.
  7. Click the save (tick) button to submit your changes.

Your custom category will now be available in the category dropdown menu when recategorising a transaction.

Via a transaction:

  1. Log into 22seven and visit the Transactions tab. Click on the transaction you would like to categorise into your new custom category.
  2. In the Transaction detail view, click on "Categorise"
  3. Enter your new custom category name in the search box and click the "+ CREATE" button on the right.
  4. The category will now appear in the list below. Click on it to select it.
  5. Make any other changes you would like to that transaction, then click the save (tick) button to submit your changes.

Your custom category will now be available in the category dropdown menu when recategorising a transaction.

 

Android:

  1. Log in to 22seven then tap the icon at the top left to access the navigation menu.
  2. Select the ‘Transactions’ option from the menu.
  3. Tap on any transaction. Then tap ‘Categorise’.
  4. On the transaction pop-up, tap on the category to bring up the categories list.
  5. Scroll to the top of the list and choose the ‘+ Create category’ option.
  6. Enter the name of your own new category into the field provided.
  7. Tap ‘OK’ to complete.

Your custom category will now be available in the category dropdown menu when recategorising a transaction.

 

iOS:

  1. Log in to 22seven then tap the ‘Budget’ icon in the menu at the bottom of the screen.
  2. Tap on options (the three dots) at the top right of the screen, then select 'Manage own categories.'
  3. On the transaction pop-up, tap on the category to bring up the categories list.
  4. Scroll to the top of the list and choose the ‘+ Create category’ option.
  5. Enter the name of your own new category into the field provided.
  6. Tap ‘OK’ to complete.

Your custom category will now be available in the category dropdown menu when recategorising a transaction.

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