Gem Help Guide

Create and edit categories

You can create custom categories to match your personal spending and earning habits, like “Coffee,” “Gym,” or “Freelance Work.”

Create a top-level category

  1. Go to Settings > Categories
  2. Tap New category on the bottom
  3. Give it a name
  4. Choose a color. Tap the button below the blue color to see more color
  5. Choose an icon. Tap the blue arrow to see more icons
  6. Tap Add

Create a sub-category

  1. Go to Settings > Categories
  2. Choose the parent category (which will include this new category)
  3. Tap New category on the bottom
  4. Give it a name
  5. Tap Add

Edit categories

  1. Go to Settings > Categories
  2. Tap the category
  3. Tap the button on the top-right corner
  4. Tap Edit
  5. Change the name, icon, color or location
  6. Tap Update

Reorder categories

Arrange your categories in the order that makes the most sense for you, so your most-used ones are always easy to find.

Arrange categories

  1. Go to Settings > Categories
  2. Tap the button on the top-right corner
  3. Tap Reorder
  4. Touch and hold a category, then drag it to a new location
  5. Tap Done on the top-right corner

Order alphabetically

  1. Go to Settings > Categories
  2. Tap the button on the top-right corner
  3. Under Sort by, choose Name

Merge categories

Combine similar categories by moving expenses into one category, then delete the other to keep things tidy.

  1. Go to Settings > Categories
  2. Navigate to the category you want to delete
  3. Tap on the top-right corner, then Edit
  4. Tap Merge on the top-right corner
  5. Choose the category you want to move the expenses to
  6. Tap Merge to confirm
Tip

If you don't see a "Merge" button, that category doesn't have any expenses so you can safely delete it

Income categories

Income can also be grouped into categories, like “Salary,” “Side projects,” or “Investments,” to give you a clearer picture of where your money comes from.

Create an income category

  1. Go to Settings > Categories > Income
  2. Tap New category on the bottom
  3. Give it a name
  4. Tap Add

Recover income categories

In case you accidentally deleted your income category:

  1. Go to Settings > Categories
  2. Tap New category on the bottom
  3. Give it a name like "Income"
  4. Tap Add
  5. Tap the back button, then New entries
  6. Tap Category
  7. Under Favorites, tap Keep income in...
  8. Choose the income category you just created