Categories

Categories let you group your spending into meaningful buckets so the budget page stays organized and easy to read.

Groups and categories

Categories are nested inside groups. A group is just a label — it has no budget of its own. You can have as many groups and categories as you need.

Example structure:

Housing
  ├─ Rent / Mortgage
  ├─ Electricity
  └─ Internet

Food
  ├─ Groceries
  └─ Eating Out

Savings Goals
  ├─ Emergency Fund
  └─ Vacation

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Creating a group

At the bottom of the Categories page, type a name in the New group field and click Add Group.

Creating a category

Click + Add category inside any group. Type the name and press Enter.

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Renaming

Click the name of any group or category to edit it inline. Press Enter or click away to save.

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Reordering

Drag any category to a new position within its group. Drag a group header to reorder the groups themselves.

Categories cannot be moved between groups from the Categories page. To reorganize across groups, delete and recreate the category (if it has no transactions) or adjust the group structure instead.

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Hiding and unhiding

You can hide categories or groups you rarely use to keep the budget view clean — hidden items are not deleted and their history is preserved.

To hide: Hover over the category or group name and click Hide.

To unhide: Hover and click Unhide. Hidden items are shown with an italic name and a Hidden badge while you’re on the Categories page.

On the Budget page, hidden items are invisible by default. Click Show hidden (appears in the month nav when hidden items exist) to reveal them temporarily.

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Deleting

Category: Can only be deleted if it has no transactions. If transactions exist, you’ll be asked to reassign them to another category before deletion.

Group: Same rule — all categories inside the group must either be empty or reassigned first.