Custom spending categories

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Tiffany Kim

• January 06, 2020 23:30

I’d like to be able to create custom categories so that they reflect my spending more accurately and I can update them as needed. Is this possible?

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• Official comment

  

  Sara

  • January 08, 2020 21:09

  Welcome to the community, Tiffany!

  It's not currently possible to add custom categories, but you're not the first person to ask about this and we are tracking these requests. We'll be sure to let you know if this feature becomes available in the future.

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  j isaac gadient

  • February 12, 2020 15:52

  Good morning, Sara -

  I've just submitted a question to Customer Service about this as well; I'd find it incredibly helpful to be able to add our own custom categories. That said, at this moment I believe all I'm lacking are transactions for Debt, and Giving/Donations.

  I hope NerdWallet will consider these queries!

  Thank you,

  -isaac.

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  Sara

  • February 12, 2020 17:54

  Hi Isaac, 

  Thanks for taking the time to share your thoughts with us! I can definitely see how those categories would be useful to many of our members. We're tracking your suggestion and will let you know if we're able to add these options 🙂

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  jmb

  • March 16, 2023 01:08

  This was 3 years ago, I feel like this feature should be one of the first to be implemented. Custom categories and subcategories are essential for being able to truly track your expenses. Any established tracking app has this (ex Mint).

  Is there an update for when this will actually happen?

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  Victor D

  • March 16, 2023 20:56

  Thanks for posting to the Community Forum, JMB!

   

  We recently added some new categories for transactions (such as pets and donations), and with the newest version (10.17) of our phone app, we've added the ability to filter and sort transactions by categories, date period, accounts, and more. 

   

  Our engineers are looking into in a way to integrate customizable categories with our budgeting, bills, and other tools. While we can't give a time estimate as to when we'll be able to accomplish this, we do plan to offer this feature. Thanks for your feedback!

   

  Best Regards,

  Victor

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