Empower Personal Dashboard allows users to create custom categories for transactions using the following application-specific instructions below.
Web
- Click on the transaction
- Click on the Category field
- Start typing the name of the new category you want to create
- At the bottom of the dropdown list, click create category
- In the 'Add category' window that opens, enter the Name and Type (Income, Expense, or Transfer) of the new category
- Click Done
- Click Save in the bottom right corner to save the transaction with the newly-created category
iOS/Android
- Tap on the transaction
- In the Transaction details window, tap on the Category field
- Tap '+' in the top right corner of the screen to open the Create category window
- Type in the Name of the new category and select the type (Income, Expense, or Transfer)
- Tap on Done in the upper-right corner to create the custom category and return to the Transaction details window
- Tap Save in the upper-right corner to save the transaction with the newly-created category
Note that currently Empower Personal Dashboard allows a maximum of 30 custom categories to be created.