Adding A New Expense or Income Category

There are two ways to add categories to your Ascend Live portfolio. You can click on “Settings”, then Categories, then “Add a New Category”. Remember to select either “Expense” or “Income” category. Name your new category and then you will be able to associate this category with a specific envelope if you choose to. However, you can also add a category WHILE you are inputting a transaction. If you find you are inputting a spend transaction and find that you do not have an existing category you can click the down arrow under “Tax Expense/Category” on the spend screen. Then click “Add New”. Name your category and associate it with an envelope all in one step! If you want to add an Income category click “deposit”. Once you’ve filled in the amount, date, account, payee etc. you can click the down arrow under “Category” and then click “Add New”. Then name your new income category and save it! We call this adding categories on the fly! Try it, we know you’ll like it!