To change the order of the categories or sub-categories in your tree structure, simply click on the “Categories” tab at the top of the blue banner. 👌

You then have two ways to reorder:

🔹 If you want to sort your categories alphabetically, click on the three little dots "See more actions..." to the right of a category or sub-category (which itself contains sub-categories) and then click on “Sort in alphabetical order”.

If you want to sort all your categories alphabetically, just click on the three little dots at the top right of your screen!

🔹 If you want to categorize the operations differently, click on the category you want and move it with your cursor. The category will move as your mouse moves across the screen.

Once the category is in the chosen location, release your cursor, the change will save automatically.

💡 Good to know: You can also move a category from sub-category to main category and back.

Be careful when moving a main category to sub-category not to lose the objectives you entered: click here to learn more.

💡💡 Good to know: it is not possible to move a category that is part of cash inflows to cash outflows, and vice versa. This requires creating a new category.