How to add/edit a category?

**# How to add/edit a category


When clicking on the “+” Sign on top of “your categories” you have the option to add a category. This can be helpful if you need more categories or some that are specific to your business.



When clicking on it, a dialogue opens where you can make certain edits. The following can be setup here:



  1. Entering a name for the category
  2. Assigning a color to it
  3. Using an existing category as a template.
  4. This is helpful especially when you want to create a new category and have an existing category already created that is similar to the new one


You can also edit existing categories by hovering over the category where you want to make edits.



After clicking on it. You land in the settings section for the category:



The following can be edited for an existing category:


  1. Name of the category
  2. Translation for either german or english
  3. The Color
  4. Or the entire category can be deleted


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Updated on: 03/10/2026

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