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How do I customize my monthly view?

SOLVEDby TurboTax19Updated almost 2 years ago

You can customize your view on the Monthly screen to track your transactions, spending, budgets, bills, and more according to your needs. Here's how:

  1. Open the app and select Monthly
  2. Select the slider symbol at the top right 
  3. Select the categories you’d like to see on your Monthly screen, then drag and drop each category in your preferred order
  4. Select Done (iOS only)
  5. Your customized monthly view will be automatically saved

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