Categories
Categories are used to group your transactions. It’s a simple way to keep same kind of transactions together (e.g. heating, electricity and water bills could be grouped using “Bills” category).
Table of contents
Create category
- Open categories page.
- Click on a “New Category” button.
- Enter category details. You can group categories by using same group name across those categories.
- Save category.
Edit category
- Open categories page.
- Click on a category that you want to edit. In this example, we will edit “Bills” category.
- On the right side click “Actions” and select “Edit”.
- Make your changes and save.
You won’t be able to change category type if it already has associated transactions.
Archive category
- Open categories page.
- Click on a category that you want to archive. In this example, we will archive “Bills” category.
- On the right side click “Actions” and select “Archive”.
Restore archived category
- Open categories page.
- Click on a “Open archive” button.
- Find a category that you want to restore and click “Restore” link on the right side.
Delete category
To delete a category, you first need to archive it. After that:
- Open categories page.
- Click on a “Open archive” button.
- Click “Delete” link on the right side.
Associated transactions with this category will remain, but their category will be set to ‘Without category’.