Categories

Categories help you organize your expenses and income. Instead of looking at hundreds of transactions, you can clearly see: how much you spent on food, how much on transport, how much on entertainment.

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How do categories work?

Categories have a tree structure — parent (main) categories can have subcategories:

Food (main category)
├── Groceries
├── Restaurants
├── Cafes
└── Eating out

Transport
├── Fuel
├── Public transit
└── Uber / Bolt

This way you can see both the total spending on "Food" and a detailed breakdown into groceries, restaurants, etc.

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Category list

On the categories page you can browse categories in two views:

Card view

Each main category is displayed as an expandable card. Click to see its subcategories.

Tree view (table)

A hierarchical table with expandable/collapsible categories. Useful when you have many categories.

Category tree

Both views support search — type part of a name and the list filters in real time (subcategories are searched too).

In advanced mode a summary appears above the list: total number of categories and total spending across all categories.

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Creating a category

1. Click New category
2. Fill in the form:

Field	Description	Required
Name	E.g. "Food", "Transport", "Hobbies"	Yes
Color	Choose an icon color (main categories only)	Yes*
Parent category	Select if you are creating a subcategory	No
Tags	Add tags to the category	No
Notes	Additional information	No

*Subcategories automatically inherit a color variant from their parent (slightly lighter for each successive subcategory).

New category form

Presets from the wizard

If you chose a category preset in the welcome wizard, you already have a ready-made set. You can modify it however you like — add, remove, rename, and change colors.

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Category colors

Colors help you visually distinguish categories — in charts, transaction lists, and budgets.

• Main categories — you choose the color manually from the palette
• Subcategories — the color is calculated automatically as a lighter variant of the parent's color. Each successive subcategory is slightly lighter

This way transactions in the "Restaurants" subcategory have a similar color to the "Food" category but are clearly distinguishable from it.

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Editing and deleting

Editing

Click on a category, then Edit — change the name, color, or parent assignment.

Deleting

When deleting a category you must decide what to do with the transactions assigned to it:

• Transactions will lose their assigned category (they become "uncategorized")
• Subcategories will also be deleted

Category deletion dialog

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Category details

Click on a category to see its full information:

• Balance (total amount of transactions in this category)
• Color and icon
• Tags
• List of transactions assigned to this category

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Tips

• Don't overdo subcategories — 2 levels of hierarchy (main + subcategory) is usually enough. An overly detailed breakdown makes analysis harder.
• Use colors wisely — similar categories (e.g. everything related to housing) can have similar colors.
• Tags vs subcategories — if you want to analyze spending "across" categories (e.g. "everything related to vacation"), use tags instead of creating new subcategories. Tags are more flexible.

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See also:

• Transactions — assigning categories to transactions
• Budgets — budget sub-limits per category
• Reports — spending analysis by tags (Premium)
• Welcome wizard — category presets