Categories
Categories are the buckets transactions are sorted into. Every screen that groups money by type — spending breakdowns, income analysis, business summaries, tax reports — reads these categories, so this page is where you decide what those breakdowns look like.
What it shows
Categories is a tab under Settings. It lists every category in your account in an editable table:
| Column | What it holds |
|---|---|
| Name | The category's display name, with its icon. Categories supplied with the product are marked system. |
| Key | A short stable identifier for the category. |
| Kind | What sort of category it is: expense, income, transfer, investment, tax, fee or other. |
| Color | The colour used for this category in charts. |
Each custom category also has a delete action at the end of its row.
Features
| Feature | What it does |
|---|---|
| Default categories | A starter set is supplied with your account and marked system. |
| Custom categories | Add your own categories with a name, key, kind, icon and colour. |
| Inline editing | Edit a name, key or kind directly in the table; the change is saved as you leave the cell. |
| Colour picker | Pick a category's chart colour from its row. |
| Delete | Remove a custom category. System categories cannot be deleted. |
| Per-language names | A category can carry a name for each language; the app shows the name for your language and falls back to the base name where no translation exists. |
How to use it
- Open Settings → Categories.
- To add one, select New category, then enter a name, a key, and choose a kind. The icon and colour are optional.
- Save. If you leave the colour blank, an unused colour is assigned for you.
- To adjust an existing category, edit its name, key or kind directly in the table, or use the colour swatch to change its chart colour.
- To remove a custom category, use the delete action on its row and confirm.
Notes and limits
- Editing categories changes the figures on other screens. Categories are how spending and income are grouped, so renaming, re-typing or deleting one changes what the analytics screens show for existing transactions as well as new ones.
- The key is fixed after creation. You can change a category's display name freely, but the key set in the create dialog cannot be edited in that dialog afterwards.
- Colours must be unique. Two categories cannot share the same colour — if you pick one that is already in use, the change is rejected and the reason is shown.
- System categories can be edited but not deleted. You can rename or recolour them; the delete action is not offered.
- Deleting a category removes it from this list. Review the analytics screens afterwards to check the breakdowns still read the way you expect.