Customize the categories and accounts included in the Savings and Spending Budget

Money automatically adds the categories you use to the budget when you set it up. You may also want to use the budget to track your contributions to certain accounts, such as savings, credit card and retirement accounts, so Money adds those accounts automatically.

You can customize the budget categories and accounts on the Set goals for your savings and spending page if you're setting up a budget.

Click the name of the budget group that you want to customize.

Do one of the following:
If you want to add a category or account to the budget group, click Add, and then follow the instructions on the screen.

-or-

Click the category or account you want to change, and then click Change budget group or Remove from budget.

If you've completed a budget, you can customize the categories and accounts in each budget group on the Working Budget page.

Click the name of the budget group that you want to customize.

Do one of the following:
If you want to add a category or account to the budget group, click Add, and then follow the instructions on the screen.

-or-

Click the category or account you want to change, and then click Move or Remove.