Westara

How do I create my own budget categories?

In short

Under Household → Custom categories. Your own categories then appear in Budget, Actuals, Rules and when matching bank imports.

Built-in categories such as groceries, rent and salary are always there and can't be removed.

Removing a custom category

Westara asks before it deletes matching plan lines, Actuals and rules on your account. This can't be undone.

On the Family plan

The category belongs to the person whose data you're currently editing. Another member's rows with the same name stay on their account.

In the app

  • Household

You’ll find these areas in Westara after signing in.

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Email support@westara.io