Creating custom categories and groups

Categories and groups are how Monarch organizes similar transactions together. Creating custom categories help you stay organized in a way that makes sense for your spending habits and budgeting lifestyle.  

Table of Contents

• Create new custom categories on desktop
• Create new custom categories on mobile
• Create new custom groups on desktop
• Create new custom groups on mobile

Create new custom categories on desktop

• On desktop, navigate to Settings > Categories.
• Locate the Income or Expenses or Transfers group you want to add a custom category to.
• Select Create Category.
• Give the custom category an Icon and Name.
• Confirm the group this custom category should be under.
• Decide if you want to toggle on the Make this category a monthly rollover and Exclude this category from the budget. 

Create new custom categories on mobile

• On mobile, navigate to your Icon > Settings > Categories.
• Locate the Income or Expenses or Transfers group you want to add a custom category to.
• Tap the + icon.
• Tap Add a category.
• Give the custom category a Name and Emoji.
• Confirm the Type of category and Group.
• Decide if you want to toggle on the Make this category a monthly rollover and Exclude this category from the budget.

Create new custom groups on desktop

• Navigate to Settings > Categories.
• Decide if you are creating an Income custom group or Expenses custom group.
• Select Create group.
• Give the custom group a Name.
• Decide if you want to budget this group By category or By group.
• You can now drag existing categories into this custom group or create new custom categories for this custom group.

Create new custom groups on mobile

• On mobile, navigate to your Icon > Settings > Categories.
• Locate the Income or Expenses or Transfers group you want to add a custom category to.
• Tap the + icon.
• Tap Add group.
• Give the custom category a Name and Type.
• Decide if you want to budget this group By category or By group.
• You can now drag existing categories into this custom group or create new custom categories for this custom group.