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Create Custom Categories

Discover how to add new categories for your company on the nBanks platform.

Step 1

In the "My Companies" area, select the desired company.

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Step 2

Click on "Company Settings".

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Step 3

In the Menu presented on the left, select the option "Categories".

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Step 4

Click on "Add Category".

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Step 5

Fill in the fields for the new category (Name, Icon, Color, Type). You can also define a list of subcategories.

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Step 6

Click on "Add Category".

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