Managing Budgets
Categorising Transactions
Keep your spending organised with categories and rules
Overview
Categories are the heart of your budget. This guide shows you how to assign, edit, and automate categories so your reports stay accurate.
Automatic Categorisation
Rise Budget learns from your choices. After you categorise a few transactions, similar transactions in the future are suggested automatically.
- Accept suggestions in the review step during import
- Edit any suggestion before confirming
- The more you categorise, the smarter the suggestions become
Manual Categorisation
You can change a category at any time:
- Open the Transactions page
- Find the transaction and click its category field
- Choose the correct category from the dropdown
Category Rules
For predictable transactions — like rent or a streaming subscription — you can create rules that assign a category based on the description. This saves time during future imports.
Tips
- Keep categories broad enough to be useful but specific enough to spot spending patterns
- Review uncategorised transactions regularly
- Use labels for extra detail without cluttering your categories