Your Workspace

Settings

Settings is where you manage the categories used to classify your transactions and budgets.

Category management

Create and maintain the categories that match how you manage your money.

• View all your categories, grouped by type (income and expense).
• Create a new category — give it a name and set whether it applies to income or expenses.
• Edit a category's name or type.
• Delete categories you no longer need (with a confirmation step).