Categorize your expenses

Keep a set that fits your spending

You do not start from an empty list. Setup offers a set of default categories and you keep the ones that match how you spend; renaming one or changing its emoji is safe, because your name is stored against your own link to it.

Fewer, broader labels usually read better than many narrow ones. A category earns its place by being one you will actually ask about later.

Let imports do the labelling

Every imported statement row and photographed receipt arrives with a category already suggested. You are not filing each purchase by hand; you are checking work that has already been done.

Fix what lands wrong

During review, change the category on any draft before you publish it. A published transaction is not locked either: open the expense and edit it to move it under the right label.

The Category tab in Stats collects everything unlabelled into one Uncategorized slice, which makes it the natural place to spot what slipped through.

One purchase, two labels

A category and a budget answer different questions, and one transaction carries both. The category says what the money was for; the budget says which shared space it belongs to. A grocery run can be labelled Groceries and sit inside a Household budget you share with someone.

Retire labels instead of deleting them

When a category stops being useful, archive it. It drops out of the list you pick from and stops being suggested on imported rows, while every expense already filed under it keeps its label. Deleting goes further: your old expenses stay, but they lose the label, and that money reads as unlabelled from then on.