Adding a Category from Budget
On your Budget page, click Add category, then use the Search or create new field to either pick an existing category or type a new name to create one on the spot.
📌 Note: Categories are shared across your whole business account — a category you create here becomes available across all your events, not just this one.
Managing All Your Categories
From that same dropdown, click Manage categories at the bottom to open the full Categories settings panel.
Here you can:
Reorder categories by dragging them
Toggle a category's Visibility — hidden categories stay saved but won't show up when adding new items
Delete a category you no longer need
💡 Tip: If you haven't created any categories yet, this panel simply shows as empty — nothing to worry about, just add your first one from Budget and it'll appear here automatically.
💡 See Categories Settings for the full breakdown of how categories work across your whole account, including contacts, vendors, and payment schedules.