Adding Categories

Why categories matter

Categories are the foundation of your budget. They group your transactions so you can see where money comes from, where it goes, and how your spending compares to your plan.

Income and expense categories

Every category is either income or expense:

• Income categories track money coming in, such as salary or investments
• Expense categories track money going out, such as groceries or utilities

How to add a category

Create categories that match how you think about your money:

1. Open the Categories page from the sidebar
2. Click to add a new category
3. Choose a name and whether it is income or expense

Tips

• Start with broad categories and add more detail as you go
• Use names that make sense for your household, not generic defaults
• Reorder categories by dragging so the most important ones appear first

Next steps

Once your categories are set up, learn how transactions are assigned to them in the Categorising Transactions guide.