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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

  1. Create category
  2. Edit category
  3. Archive category
  4. Restore archived category
  5. Delete category

Create category

  1. Open categories page. Select categories
  2. Click on a “New Category” button. Select new category
  3. Enter category details. You can group categories by using same group name across those categories. Category form
  4. Save category.

Edit category

  1. Open categories page. Select categories
  2. Click on a category that you want to edit. In this example, we will edit “Bills” category. Select category
  3. On the right side click “Actions” and select “Edit”. Select edit category
  4. Make your changes and save.

You won’t be able to change category type if it already has associated transactions.


Archive category

  1. Open categories page. Select categories
  2. Click on a category that you want to archive. In this example, we will archive “Bills” category. Select category
  3. On the right side click “Actions” and select “Archive”. Select archive category

Restore archived category

  1. Open categories page. Select categories
  2. Click on a “Open archive” button. Select open archive
  3. Find a category that you want to restore and click “Restore” link on the right side. Restore category

Delete category

To delete a category, you first need to archive it. After that:

  1. Open categories page. Select categories
  2. Click on a “Open archive” button. Select open archive
  3. Click “Delete” link on the right side. Delete category

Associated transactions with this category will remain, but their category will be set to ‘Without category’.