Steksz - Documentation - Categories
Managing categories
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.
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.
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.