How to manage the categories on the SmEx: Smart Expense Manager

To open the Category screen, you can choose 1 of 2 ways:

Method 1: Select “Category” in the "Other" section.

Method 2: Select the gear icon at the adding new spending screen.

A. For spending categories:

- Create the main categories:

After the “Category” screen​ opens, you can add details as required:

1. Click the (+) sign to add a new spending category.

2. Enter a name for the new category.

3. Choose a color for the category icon.

4. Select the icon for the new category.

5. Click “Done” to finish creating a new category.

6. After creating, the new category is displayed as shown.

7. You can swipe a category from right to left to edit and delete a category.

B. Add sub-categories:

- You can add sub-categories for large categories by following these steps:

1. Tap the category for which you want to create a sub-category.

2. Tap the (+) sign.

3. Add a name for the sub-category.

4. Select the priority for the sub-category.

5. Click the (?) icon for priority information (or read the note below).

6. Click “Done” to complete the sub-category creation.

7. A sub-category after creation is displayed as shown.

8. You can swipe a category from right to left to edit and delete a subcategory.

​Note:

What is a priority?

Low priority: The system will automatically make separate statistics of these expenses in the Statistics section, the expenses in the low priority sub-category are those that are not really necessary, you can consider spending to save money. 

See also: Spending - Income Statistics on SmEx: Smart Expense Manager

High priority: This is an essential expenditure to serve your living needs.

​C. For income category:

You can click on the “Income” tab as shown below and do the same thing as adding a spending category.

(Note: For incomes, you can only create categories, no sub-categories, and priorities for incomes.)