How can I categorize my transactions?

To quickly categorize a transaction, navigate to the transaction details screen and click on the "Category" button. From there, select the appropriate category from the list. If you don’t see the category you need, click the "Add New" button in the top right corner to create a new category.

Learn more how to create a new category.

Additionally, when creating a new transaction, you can choose a category right after entering the transaction amount.

A horizontal list of frequently used categories is displayed just above the keyboard, allowing you to select the transaction category with a single tap.

If the transaction originates from a synced bank account, the category will be set automatically. Additionally, each counterparty can have its own default category, which will be applied automatically when you select the counterparty.