How To Merge Categories & Subcategories

How To Merge Categories & Subcategories

In MoneyCoach you can easily merge any two or more categories into one. Here's how you do it:

  • Go to Settings
  • Tap on Categories
  • In the Categories screen, tap the ellipsis icon in the lower left side of the screen
  • Tap Merge Categories
  • In the Merge Tool screen, tap on the "Add category" button
  • Here you can select all of the categories you want to be merged into one
  • After you select the categories, tap "Done"
  • Now tap the "Select destination category"
  • Here you can select the category you want all of the previous ones to be merged into
  • After you select it, tap "Done"
  • Now tap the "Merge" button on the top right side
  • Wait and that's it. You just merged multiple categories into one category

Merge any subcategories inside a category

Here's how you do it:

  • In the Categories screen, find the category that has multiple subcategories inside and tap on it
  • Tap on the ellipsis icon in the lower left side of the screen
  • Tap Merge Subcategories
  • The rest of the process is similar to merging multiple categories into one
  • After you have selected what subcategories you want to merge and the destination subcategory, tap the "Merge" button on the top right side
  • Wait and that's it. You just merged multiple subscategories into one

Here's a short video tutorial showcasing the entire process: