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Add a new category

  • Categories help you to group bills in order to be able to analyse your spending. This could include categories such as travel, stationary, utilities, tools etc.
  • You can create new categories when you enter a new bill (see Bills instructions). Just type a new category name into the form and BulldogClip will automatically save it and add it to your categories list when you submit the form.
  • Adding a new category in the New Bill form
  • Next time you add a new bill you will find the category you added in the dropdown menu.
  • Selecting a category from dropdown menu in New Bill form

View your existing categories

  • From the menu select 'Tools' and then 'Categories'
  • Finding Categories in the menu
  • This will open a list of all your existing categories.
  • List of categories

Rename a category

  • You can rename a categories if you have made a spelling mistake or if you want to merge two categories into one.
  • From the menu select 'Tools' and then 'Categories'
  • Finding Categories in the menu
  • This will open a list of all your existing categories. Select the category that you want to rename from the list by clicking or tapping the row.
  • Selecting a category from the list
  • This will open the Rename Category form. Enter the new name that you want to use for the category. Any bills that are assigned to the old name will be automatically reassigned to the new name. To commit your changes select 'Save'.
  • Rename category form