A group of piggy banks lined up in a row

How To Organize Budget Collections

September 27, 2023

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. Click on the add button in the lower right corner.

  2. Click "Collection".

Add New Collection

  1. Enter the name you want to give the new collection.

New Collection

  1. Click "Save".

Edit

  1. Click on the collection name.

Edit Collection

  1. Enter the new name you want the collection to have.

Edit Collection Form

  1. Click "Save".

Delete

  1. A collection with categories can not be deleted.

    • Delete or move the categories to a different collection before proceeding.
  2. Click on the collection name.

Edit Collection

  1. Click "Delete".

Edit Collection Form


Reorder

  1. Hover your mouse over the collection row you wish to move.

Reorder Collection

  1. Click and hold down on the 6 dots at the front of the row.

  2. While still holding down drag your mouse up or down to reorder the collection.