Once your account has been created and your bank accounts connected, the next step in setting up your Okimia account is to customise the tree structure of categories and sub-categories, which will serve as your reporting grid within your dashboard:
To customise your tree structure :
Go to the "Categories" tab;
Once on the tab, add, delete, modify and move categories and sub-categories as you wish.
There is no limit to the number of categories and levels of sub-categories.
NB: only the "Uncategorized" category and the "Uncategorized" and "Other" sub-categories cannot be edited by the user.