Review your starting categories

The Review & prioritize step shows the category list built from your choices. Change it here before you plan amounts. Your budget gets these categories when you continue.

Steps

1. Change the list as you want. Every change is optional. See Edit the list.
2. Select Next: plan amounts. Good Steward creates your categories and opens the Plan step. See Pencil in your first plan.

Edit the list

• Rename a group: edit its name at the top of its card.
• Rename a category: edit its name in its row.
• Add a category: enter a name in Add category at the bottom of a group, then press Enter or select the plus button.
• Remove a category: select the X on its row.
• Reorder categories in a group: drag the grip handle at the left of a row.
• Move a category to another group: drag it onto that group, or choose the group from the ⋮ menu on its row (labeled Move to…). The menu works without dragging, for example on a phone.
• Reorder the expense groups: drag the grip handle on a group card.

Select ← Back to return to the page where you built the list. Your edits are saved as a draft while you work. If a save fails, "Not saved — retrying" shows next to Next: plan amounts, and your next change tries again. When a later save works, "Saved" shows for a few seconds. Continuing saves the whole list.

What the order does

• Groups appear in a fixed order by money bucket: Income, Generosity, Savings & Investments, Debt & Liabilities, then expense groups. You can reorder only the expense groups, such as Essentials, Needs and Wants.
• The order you set is the order the app lists groups and categories in, on the Budget page, in category pickers and elsewhere.
• The order does not change any amount.

Limits

• Income categories can be reordered only within Income. They have no Move to… menu.
• You cannot add or delete a whole group here. A group with no categories left is not created.
• You cannot remove the last category in the Generosity group.
• Next: plan amounts is unavailable until a group other than Income and Generosity has at least one category.
• Group and category names can have up to 60 characters.

Plan by group instead

Select Too much? Keep it simple. Skip this and plan by group. You can come back to categories any time. under the page heading. Good Steward creates your categories exactly as shown, sets the Budget page to Group view and opens the Plan step. The link is not shown if you chose Keep it simple.