Category Groups

Spaces can contain category groups for better organization. For example, under a 'Bills' category group, you could include electricity, water, and internet categories. This grouping not only organizes your expenses but also calculates the combined total, offering a quick overview of your spending in that area.

How to create a category group

To create a category group, click on Actions in the top right corner to open a dialog box. Among the various options, select Add new Category Group to proceed.

You should know!

You cannot have two category groups with the same name in the same space.

How to edit a category group

To edit a category group, click on its name on the Budget page, which will bring up a menu. From there, select Edit to open a dialog box where you can change the group's name.

How to delete a category group

To edit a category group, 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 group resources that will be permanently removed upon confirmation.

What happens when I delete a category group?

Deleting a category group permanently removes all associated data, including categories and transactions. This action is irreversible, so ensure you are certain before proceeding with the deletion.

You should know!

Since a transaction cannot exist without a category, when you delete a category group, all the transactions that are assigned to the categories in the group will be deleted as well.

However, in the dialog where you confirm the deletion, you can choose to move the categories to a different category group. This is useful if you don't want to lose the categories and transactions that are assigned to them.