PearBudget Help Center

How do I add a new category in PearBudget?

As you use PearBudget, you’ll find that you need to add new spending or income categories from time to time.

You can easily add new category from the “Plan” page.

  1. First, head on over to the Plan page: (pearbudget.com/plan)

  2. Decide whether you need to add a new income category, a new monthly category (these don’t carry over from month to month), or a new irregular category (these do carry over balances from month to month).

  3. Scroll to the relevant section on the “Plan” page, depending on which type of category you’d like to add.

  4. Type in a name for your new category.

  5. Fill in the amount you expect to make/spend/set aside each month.

  6. Click the “add” button. You’re all set!