Steksz - Documentation - Categories

Managing categories


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Category

When you record transactions, you can set a category for each transaction item. Although it is not necessary, useful for grouping items in the future.

Categories can be organised in hierarchy, with one or more top-level categories (Incomes, Expenses) having a myriad of sub-categories, and these levels can be further increased (Expenses - Grocery - Bread).

Categories can be found in the Settings - Categories menu in the app.

Steksz - Categories

Creating category

To create a new category, tap the + icon at the top of the screen.

On the sheet that appears, select a Parent category (if you want to put it under another category, otherwise the None option will create a top-level item), give it a name and select an icon, then tap Save.

The Cancel button will abort the process.

Steksz - New category

Edit category

If you've entered wrong data, want to change or no longer need it...

To edit a category, drag the line containing the invoice to the right. The Edit button will then appear on the left with a blue background. By tapping on this, you can edit the data in the interface described earlier.

Next to the Edit button, a button labelled New item appears on a green background. This is a shortcut to quickly add a subcategory to the selected one.

If the entry is no longer needed in the future, the Delete button will appear on a red background when you drag the line to the left. This is only available when the category does not have any child category.

Steksz - Edit category Steksz - Delete category