A group of piggy banks lined up in a row

How To Organize Budget Collections

September 27, 2023

Web App Instructions

We want you to have the freedom to customize your budget the way that works best for you. We don't force you to pigeon-hole all of your expenses into a few pre-selected categories. When you first start with Ploutos Budget there are pre-populated collections and categories to get you started, but you can add, edit, delete, and reorder them to suit your needs.

Collections

Collections are simply a group of budget categories.


Add

  1. Tap on the add button in the bottom navigation.
Create button
  1. Tap "Collection".
Add new collection
  1. Enter the name you want to give the new collection.
New collection form
  1. Tap "Save".

Edit

  1. Press and hold on the collection name for 2 seconds then release.
Edit collection
  1. Enter the new name you want the collection to have.
Edit collection form
  1. Tap "Save".

Delete

  1. A collection with categories can not be deleted.

    • Delete or move the categories to a different collection before proceeding.
  2. Press and hold on the collection name for 2 seconds then release.

Edit collection
  1. Tap "Delete Collection".
Delete collection
  1. Confirm by tapping "Delete".

Reorder

  1. Press and hold on the collection name for 2 seconds.
Edit collection
  1. While still holding slide your finger left or right to reorder.

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