{"id":567,"date":"2024-12-02T17:47:41","date_gmt":"2024-12-03T00:47:41","guid":{"rendered":"https:\/\/www.sharedkey.com\/help\/?p=567"},"modified":"2025-04-30T16:32:50","modified_gmt":"2025-04-30T22:32:50","slug":"categories","status":"publish","type":"post","link":"https:\/\/www.sharedkey.com\/help\/categories\/","title":{"rendered":"Categories"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">To edit\/select your categories, go to the Finances tab and hover your cursor over &#8220;Settings&#8221; in the top right corner. From the dropdown menu, click &#8220;Categories&#8221;.<\/p>\n\n\n\n<figure class=\"wp-block-gallery columns-1 is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\"><ul class=\"blocks-gallery-grid\"><li class=\"blocks-gallery-item\"><figure><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"553\" src=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/04\/2-1024x553.png\" alt=\"\" data-id=\"863\" data-full-url=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/04\/2.png\" data-link=\"https:\/\/www.sharedkey.com\/help\/2024\/12\/02\/categories\/attachment\/2\/\" class=\"wp-image-863\" srcset=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/04\/2-1024x553.png 1024w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/04\/2-300x162.png 300w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/04\/2-768x415.png 768w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/04\/2-1536x830.png 1536w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2025\/04\/2.png 1944w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/li><\/ul><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">This will open the page where you can select which categories are relevant to your property for your Finances page. The boxes checked in blue will be the categories that appear in your Reports, Budget, and Property Expenses pages. To remove a category, uncheck the blue box by clicking it again. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You may also add custom categories by entering a title and clicking the green plus button on the right hand side. Click &#8220;Save&#8221; to confirm your selection or changes. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"445\" src=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-02-at-5.47.07\u202fPM-1024x445.png\" alt=\"\" class=\"wp-image-568\" srcset=\"https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-02-at-5.47.07\u202fPM-1024x445.png 1024w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-02-at-5.47.07\u202fPM-300x130.png 300w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-02-at-5.47.07\u202fPM-768x334.png 768w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-02-at-5.47.07\u202fPM-1536x668.png 1536w, https:\/\/www.sharedkey.com\/help\/wp-content\/uploads\/2024\/12\/Screenshot-2024-12-02-at-5.47.07\u202fPM-2048x891.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>To edit\/select your categories, go to the Finances tab and hover your cursor over &#8220;Settings&#8221; in the top right corner. From the dropdown menu, click &#8220;Categories&#8221;. This will open the page where you can select which categories are relevant to your property for your Finances page. The boxes checked in blue will be the categories&#8230; <a class=\"read-more\" href=\"https:\/\/www.sharedkey.com\/help\/categories\/\">Read More<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,28],"tags":[],"class_list":["post-567","post","type-post","status-publish","format-standard","hentry","category-finances","category-settings"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Categories - SharedKey Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sharedkey.com\/help\/categories\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Categories - SharedKey Help\" \/>\n<meta property=\"og:description\" content=\"To edit\/select your categories, go to the Finances tab and hover your cursor over &#8220;Settings&#8221; in the top right corner. 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