Categories

Categories provide a hierarchical classification system for transactions. They are the primary way to organize your transactions by purpose or type of income/expense.

Category Types

Categories are divided into two types, matching the transaction types they can be applied to:

Type	Usage
Income	Categories for income transactions (e.g., Salary, Freelance, Investments)
Expense	Categories for expense transactions (e.g., Groceries, Rent, Utilities)

Category Properties

Property	Description
Name	Display name of the category
Type	Income or Expense
Budget	Optional budget amount for tracking spending targets
Color	Optional color for visual identification in charts and lists
Description	Optional description
Parent	Optional parent category for hierarchical nesting

Hierarchical Categories

Categories support parent-child relationships, allowing you to create detailed classification trees:

Expenses
├── Housing
│   ├── Rent
│   ├── Utilities
│   └── Insurance
├── Food
│   ├── Groceries
│   └── Restaurants
└── Transportation
    ├── Fuel
    └── Public Transit

Child categories inherit the type (Income or Expense) from their parent. This hierarchy lets you analyze spending at different levels of detail - see total "Housing" expenses, or drill down into "Rent" vs. "Utilities".

Budgets

Each category can have an optional budget amount. This allows you to set spending targets and track how your actual spending compares to your planned budget. Budget tracking is visible in the dashboard analytics.

Scope

Categories belong to a household. Each household maintains its own set of categories, so different households can have different categorization schemes that match their specific needs.

Managing Categories

Admins and Owners can create, edit, and delete categories. Members and Guests can view categories and assign them to transactions (Members only).

WARNING

Deleting a category does not delete associated transactions. Those transactions will simply have no category assigned.