Categories

Categories help you classify your transactions and track spending by type.

Accessing Categories

Navigate to category management in Settings.

Category Groups

Categories are organized into groups for better structure, such as Housing, Food & Drink, or Transport.

There are two group types:

• Outflow — For expense categories
• Inflow — For income categories

Groups can be reordered via drag-and-drop. The sort order is reflected throughout the app, including the budget view and category dropdowns.

Creating Categories

1. Go to category management
2. Click Add Category within a category group
3. Enter a name and optionally choose an icon
4. The category is added to the selected group

Drag-And-Drop Reordering

• Drag categories within a group to reorder them
• Drag category groups to reorder the groups themselves

Activating And Deactivating

• Deactivate categories you no longer use
• Deactivated categories are hidden from dropdowns and the budget view
• Existing transactions remain linked to deactivated categories

Rollover Mode

Each category has a rollover mode that controls how remaining budget is handled at month end:

• Reset — No rollover, clean slate each month
• Carry Forward — Surplus or deficit rolls to the next month
• Release to Pool — Surplus or deficit adjusts the Ready to Assign total

Category Targets

Set target amounts for each category to guide budget allocation:

• Budget target — Aim to budget this amount monthly
• Refill target — Always refill to this amount regardless of rollover

Editing And Merging

• Click a category to edit its name, icon, group, rollover mode, or target
• Categories can be merged so all transactions from the source category are reassigned to the target category