Categories
How to manage, rename, reorder and deactivate categories
Categories help you classify movements. They are organized by type: Income, Expenses and Investments. You can customize them freely.
Viewing categories
Go to Settings → Categories. Use the type pills at the top to filter by type (Income / Expenses / Investments).
Adding a category
In Settings → Categories, select the desired type.
Tap Add category.
Enter the name and tap Add.
Renaming a category
Tap the category name in the list, edit the text and tap Save.
Reordering categories
Drag the handle (☰) on the right of each category to change its position. The order is reflected in the dropdown when adding a movement.
A haptic vibration confirms the start of dragging on mobile devices.
Activating / deactivating a category
The toggle next to each category enables or disables it. Deactivated categories do not appear in the add movement form, but existing movements with that category remain visible in the list.
Deleting a category
Tap the trash icon next to the category.
If the category has associated movements, you will be asked to reassign those movements to another category before proceeding.
Select the replacement category and confirm.
Deletion is permanent. Make sure to choose the correct replacement category before confirming.