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
Creating a category can be done in several ways:
- The simplest method is to click on
Actionsin the top right corner, which opens a dialog box. From the list of options, chooseAdd new category. A new dialog will appear, allowing you to create the category. - Alternatively, you can click on the name of the Category Group and select
Add new categoryfrom the dropdown menu. - Lastly, when entering a transaction that needs a category, you can type the new category name. If it doesn't exist, select
Create ...to launch the category creation process, after which you'll be returned to your previous task.
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. A menu will appear; select 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 its name on the Budget page, which will bring up a menu. From there, select Delete to open a dialog box where you can confirm the deletion. A summary will then be displayed, detailing the category 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.