Overview
A category helps you organize your income and expenses so you can clearly see where your money comes from and where it goes.
Instead of viewing a long list of transactions, categories group them into meaningful types.
Why Categories Matter
Categories help you:
- Understand your spending habits
- Track income sources
- Create budgets more easily
- Read reports clearly
They make your financial data easier to manage.
Category Types
Expense Categories
Used for money you spend, such as:
- Food
- Transport
- Shopping
- Rent
Income Categories
Used for money you receive, such as:
- Salary
- Bonus
- Freelance
Default & Custom Categories
- Default categories are ready to use when you install the app.
- Custom categories let you create your own to match your lifestyle.
Icons & Colors
Each category can have an icon and color to help you:
- Recognize categories faster
- Read charts and reports more easily
Best Tips
- Keep categories simple
- Don’t create too many
- Use clear names