This guide is written with MoneyWiz for Desktop in mind. Need one for Mobile? Click here!
To edit existing transaction categories, first go to MoneyWiz Settings. You can get there using one of the three ways:
- click on the gear icon in the bottom-left corner of the screen,
- press this combination of keys on your keyboard: ⌘ cmd + on Mac or control + , on Windows (that's a comma),
- on Mac, click on MoneyWiz menu bar item in the top-left and then Settings.
Once you're in Settings view, click on Categories tab. You'll see something like this:
Double-click on the category you wish to edit or click on it once and then click Edit button. If you need to edit a sub-category, please click on the little triangle to the left to expand the sub-category list to be able to view it.
Remember that if you wish to change the category colors, you need to first ensure that colorful categories are enabled in Transaction layout settings.