If you add most of your expenses to a single wallet, like a primary credit card or budget, Gem can automatically choose this wallet for you whenever you create new expenses.
Go to Settings >New items
Under Favorites, tap Keep expenses in...
Choose a wallet
Tip
Traveling? Create a new budget (or wallet) for it, like "NYC 2024", and set it as your favorite wallet. Just don't forget to change it when your trips ends 🥸
You can also set favorite income category, just look for Keep income in...
Merge categories
Combine similar categories by moving expenses into one category, then delete the other to keep things tidy.
Go to Settings>Categories
Navigate to the category you want to delete
Tap on the top-right corner, then Edit
Tap Merge on the top-right corner
Choose the category you want to move the expenses to
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
Add more fields to expenses
Gem allows adding more fields to your expenses, so you can record and organize expenses into wallets, events, tags and more.
These "fields" behave like a group of options (similar to wallets), which you can choose from when recording expenses, when searching, or creating budgets.
Go to Settings>Wallets
Tap the button on the top-right
Tap Manage, then tap New folder
Give it a name. I recommend using a group name, like "Wallets", "Events", "Tags" (use plurals)
Tap Add
Go back to Settings > Tap your new field (just below wallets)
Gem automatically creates an "Untitled" item that you can rename (or create another one and delete this one)
Tap New on the bottom-left to create more items
Tip
Since your field name is something like "Wallets", Gem will refer to it as "Set wallets" and "Create a new wallet". If you find this funny:
Go to Settings>Wallets
Tap the button on the top-right
Tap Manage, then tap your field name
In Abbr., type the singular version. For example, if you named it "Wallets" use "Wallet", for "Events" use "Event"...