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Update categories.md (#524)

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bpaulien
2024-12-05 02:35:08 -05:00
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docs/budgeting/categories.md
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@@ -5,9 +5,9 @@ You can manage your categories in the budget page. Actual supports both expense
Get some background information and recommendations on budget categories in our
[starting fresh](/docs/getting-started/starting-fresh#2-setting-up-your-budget-categories) guide.
## Add a category
## Add a Category
1. Hover over the category group and press the down arrow
1. Hover over the category group and press the down arrow
![](/img/categories/CategoryGroupRename.png)
@@ -15,7 +15,7 @@ Get some background information and recommendations on budget categories in our
![](/img/categories/CategoryGroupAddCategory.png)
## Adding a category group
## Adding a Category Group
Scroll to the bottom of the budget sheet and select add group
@@ -23,7 +23,7 @@ Scroll to the bottom of the budget sheet and select add group
Only one income group can ever exist and it cannot be deleted.
## Renaming or delete a category
## Renaming or Deleting a Category
1. Hover over the category and press the down arrow
@@ -33,9 +33,9 @@ Only one income group can ever exist and it cannot be deleted.
![](/img/categories/RenameCategoryOptions.png)
Categories are organized into groups and same actions can be performed on groups.
Categories are organized into groups and the same actions as above can be performed on groups.
## Merging categories
## Merging Categories
Let's say you have two categories that are the same but you want to delete one.
@@ -49,7 +49,7 @@ If the category you're deleting has a positive balance **OR** has been used for
![](/img/categories/CategoryDeleteConfirmation.png)
In our example, we want to use `Food` which will take over from `Foods` once you are happy, click `Delete`
In our example, we want to use `Food` which will take over from `Foods` once you are happy with your selection, click `Delete`
![](/img/categories/CategoryDeleteConfirmationNewCat.png)