Categories

Written By Marcel

Last updated 19 days ago

Categories are your main filing system. Use them for big buckets like "Utilities" or "Insurance".

Create a category

  1. Go to Categories.

  2. Click New category.

  3. Name it and save.

Subcategories (one level)

You can add subcategories under a top level category.
Nested levels deeper than one are not supported.

Edit and organize

  • Rename: change the label.

  • Move: move a category under another (when allowed).

  • Merge: combine multiple categories into one.

Trash and restore

Deleted categories go to Trash for 30 days.
You can restore or delete permanently.