Frequently used categories can be added to ‘favorite categories’.
The ‘favorite categories’ can also be replaced.
Please note that this function is only available in the iOS version.
<How to add a favorite to a category>
1.Tap the gear icon in the top left corner on the account balance screen (orange).
2.Tap ‘Manage categories’ in Settings.
3. Frequently used categories / Favorites’ appears at the top of the screen, swipe the screen to display “Favorites”.
4. Press and hold any icon to display the edit screen.
5-1 To add a category to your ‘favorites’
Drag and drop the category you want to add.
5-2 To remove a category from your ‘favorites’
Tap the ‘X’ displayed on the icon of the category you want to delete.
(The category itself will not be deleted.)
<How to create a new category>
Tap + in the top right corner of the account balance screen (orange).
2. Tap ‘Manage categories’ in Settings.
3. Tap ‘+’ in the top right corner.
4.Set the category name, icon illustration and parent category, then tap Save category.
The categories you create are displayed alongside the parent category as follows.
Note that you can edit or delete any arbitrarily created category by tapping the ‘i’ next to it.
Note that categories are classified and categorized based on the name of transactions by an AI function.
The AI's learning function will automatically set the correct category, so if you use the system for a long time, for example by changing the category several times, it will gradually set the correct category automatically.
However, please understand that some details may be difficult to learn.
If you have any questions, please contact our support.