Manage your spending categories

Before you start

Category editing depends on your role and plan limits. A viewer can inspect available categories but cannot change them.

Add or change a category

1. Open Settings → Categories, or follow Manage categories from Spending.
2. Select Add category and enter its details, or select Edit on an existing category.
3. Save the change, then choose the category when adding a bill, expense or budget.

Archive and restore

Archive hides a category from new choices without removing its older records. Open Archived and choose Restore when you want to use it again. If a name is already taken or your plan limit is reached, follow the message instead of creating near-duplicate names.