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Organize Your Expenses with Categories

Keeping track of numerous transactions across multiple accounts can be a difficult task. But with your Personal Capital Dashboard, it’s easy to organize your cash flow and expenses. Here’s how, in three easy steps.

Sign In. When you sign in to your Personal Capital account, simply click “Cash Flow” to view Income and Spending. Both Income and Spending features contain their own circle chart. Next to these charts, you will find a list of corresponding categories for income and spending trends shown in the chart, including Mortgage, Hobbies, Groceries, Gifts, and more. These categories also correspond with your list of transactions, displayed below the circle chart.

Your Spending transactions are arranged by category into an interactive circle chart. You can also track spending over time with the Cash Flow by Week bar chart.

Your Spending transactions are arranged by category into an interactive circle chart. You can also track spending over time with the Cash Flow by Week bar chart.

Edit Transactions. Click any transaction in the list below the circle chart to expand the Description tool. You can tag different expenses “Business”, “Medical”, “Reimbursable” or “Tax Related”. You can also write in a personalized description. For example, if “Check” doesn’t fully describe your $130 payment, you can type in “Dog-Sitter Fee” or whatever the correct description may be. You can also select various categories from the drop-down menu.

Change the description, category, or tag for any transaction by simply clicking on the transaction itself.

Change the description, category, or tag for any transaction by simply clicking on the transaction itself.

If you would like to apply changes to multiple categories at once, simply click the pencil icon at the top of your list of transactions. This will allow you to place a check mark next to any transaction in the list. Add the appropriate tag, enter a description, or select a category from the drop down menu to make changes to your selected transactions.

Click “Done”. Once you’ve made the desired changes to a particular transaction, click “Done” to apply your edits. Your changes will be incorporated into your Income and Spending circle charts, as well as your Cash Flow bar chart.

Questions about editing transaction categories? Email us at [email protected], or send us a message via Facebook or Twitter.

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46 Comments

  1. Alan Swircenski

    I also would like the ability to add and edit categories.

    Reply
  2. Leidy Matos

    I am also waiting on the option to add and customize the categories. I also need to create reports and be able to print them, especially for the tax deductible expenses. Does anyone knows how to do that?

    Reply
  3. Alistair McGregor

    Also interested in a custom category option!

    Reply
  4. Eric

    Is the ability to edit/add/split categories live or coming?

    Reply
  5. Riff Raff

    Well, they make it sound so easy, but, while the categories are basically OK, you cannot add more or have sub-categories. And I’ve been waiting for a long time to be able to split a transaction into multiple categories, but it’s still not supported. And four tags? That you cant edit? Seriously? Worthless.

    Reply