Adding Categories

How it Works

Adding categories to your prioritization allows you to better organize items, and helps users sort and navigate through their selections. 

Once activated, users will be able to sort and navigate through their selections from the categorical options.

 

Adding Categories

Similar to how you add items, you can either add categories via CSV or manually. 

CSV Import

If you have a number of items, you may want to categorize data using a CSV file. Click on "Import" and upload a CSV containing your data. 

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Your CSV should have a "Category" column (category name), "Subcategory" column (item name), and an "Amount" associated with said item ($). The "More Info" and "More Details" columns are optional. 

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Manually 

To add a category manually either select "Add An Item" or "Edit" an existing item, depending on your need. 

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Click on the "Details" tab on the left and then click the down arrow. 

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This will prompt a drop-down menu that allows you to add a category or select a category that you have already created. 

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