Can I change the income and expense categories used within a client's Budget Analysis?

RightCapital allows you to add, remove, and rename categories on a per-client basis within the Gear Icon > Settings > Budget Categories tab of each client plan:

To learn more about customizing budget categories in RightCapital, please reference the help center resource below:

Custom Expense Categories - Knowledge Base

For additional assistance within RightCapital please contact our Support team.

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