custom categories for specific bank account
I'm considering using MD for tracking out income and expenses related to a short term rental property we have. The Categories associated w this could include plenty that already exist within the std account profile/set up but likely will include unique ones or at least may want to Parent/child them when related to the STR vs the other personal accounts currently being tracked in MD.
Can custom categories be set up in MD for just a single bank account or are they overarching and pertain / available to EVERY account ?
Thank you.
Mike
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1 Posted by dwg on 21 Jan, 2026 08:19 PM
Categories are always available globally, you can not restrict them to an account in the software.
2 Posted by dtd on 21 Jan, 2026 08:56 PM
There is nothing stopping you from creating categories which you only use with one bank account. I have a lot of Schwab:Dividend. things for example.