â Creating a Category
From the Budget section, fiancĂ©s can add a new category the same way planners do â search or type a new name to create one on the spot.
đïž Deleting a Category
Fiancés can delete a category they no longer need. As with sub-categories, this action can't be undone, so make sure the category is empty before deleting it.
âĄïž Transferring a Category
FiancĂ©s can transfer a category's items to a different category. All associated vendors, payments, due dates, and costs carry over automatically â nothing needs to be re-entered, and category totals update on both sides to reflect the move.
đ Permissions
This is controlled by the couple's feature permissions â if budget access is set to view-only for the fiancĂ©, they won't be able to create, delete, or transfer categories.
đĄ See Managing Feature Permissions for how to control what your couple can access.