How to add custom categories

Direct Sidekick uses the standard Schedule C income and expense categories when you sign up. But you may want to add your own to track something different such as different types of income, or maybe postage (the standard postage category is Supplies expense), training, etc.

Follow these steps to quickly add a new category:

1. Navigate to Settings -> Finance -> Transactions Categories
2. Click the + Add New button

3. Type your new category name in the name field and select the Parent Category. The parent category is only used if you delete the new category in the future. All transactions in the new category would be changed to the parent category.

4. Click Save and you're done 👏

Now anytime you'd like to add or edit a transaction, the new category will show up in the category dropdown.