Create a category

Group your spending and income with categories you name yourself.

Updated 2026-10-07

Categories tell you where your money goes. Every transaction belongs to one, and budgets are set per category.

Where to find it

Open the app menu and choose Categories. Expense and income categories are listed separately.

Steps

  1. Tap the round + button on the list (its label is Create category).

The Categories list with the Create category button marked

  1. Type a Name, for example "Pets".

The name field highlighted on the new category form

  1. Choose whether it is an Expense or an Income category.

The Expense and Income options marked

  1. Scroll down to Icon and pick one.

An icon selected and marked in the icon grid

  1. Pick a colour under Color, so you can spot the category at a glance.

A colour selected and marked in the colour grid

  1. Tap Create.

The Create button marked at the bottom of the form

Tips

  • Archived categories are hidden from the list. Tap Show archived at the top right to see them.
  • Every budget belongs to a category, so create the categories you want to budget for first.
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