Core concepts
Categories
Categories are used to organize your transactions, such as Groceries, Transport, and Gym. They enable you to sort and manage your transactions effectively. You can create as many categories as you need within a category group to suit your organizational preferences.
How to create a category
To create a category:
- Click on
Resourcesin the top right corner to open a dialog box. - Select
Categories, thenCreate category...to proceed.
Creating a category can be done in several ways:
You should know!
When creating a category, you have the flexibility to assign it to a different category group at any time. This feature is handy if you decide that the category would fit better under another group. Keep in mind that within the same space, each category must have a unique name; duplicate names are not allowed.
How to edit a category
To modify a category, navigate to the Budget page and click on the category name you wish to edit to bring up a dialog box. Here, you can change the category's name, adjust its allocated amount, or reassign it to another category group.
How to delete a category
To delete a category:
- Click on
Resourcesin the top right corner to open a dialog box. - Select
Categories, then the action menu next to the category name, selectDelete. - A summary will then be displayed, detailing the category group resources that will be permanently removed upon confirmation.
What happens when I delete a category?
Deleting a category permanently removes all associated data, including transactions. This action is irreversible, so ensure you are certain before proceeding with the deletion.
You should know!
Deleting a category will also remove all associated transactions, as they cannot exist without a category. To prevent data loss, you have the option to reassign these transactions to a different category during the deletion confirmation process.