Creating a Category
To create a new category:
Go to the Categories page by clicking on the three lines ☰ in the top right corner of your cashflow plan view and then, on Settings.
Click on Add new category.
Enter the name of your new category.
Press Enter to save it.
You can also create a subcategory:
Hover over an existing category.
Click on the ➕ button that appears next to the category name.
Enter the name of your subcategory.
Press Enter to save it.
✅ Tip: For optimal performance, it's recommended to avoid nesting too many categories. Keeping to one sublevel is ideal.
Deleting a Category
To delete a category:
Navigate to the Categories page.
Find the category you want to delete.
Click on the three dots (...) next to the category.
Select Delete from the dropdown menu.
To delete all categories:
On the Categories page, click on the three dots (...) next to the search bar.
Select Delete all categories.
⚠️ Note: Deletion is permanent and cannot be undone. Deleting a category will:
Remove associated categorization rules targeting that category.
Uncategorize all transactions linked to it.
Generate errors in KPIs formulas using the deleted category.
Require updates to custom dashboards that include the deleted category.
Moving a Category
To move a category:
Hover over the category you wish to move.
Click and hold to grab it.
Drag and drop it to the desired position.
This allows you to reorder categories or change the hierarchy (parent and subcategories).
✅ Tip: You can sort categories alphabetically:
Click on the three dots (...) next to the search bar.
Select Sort in alphabetical order.
💡 Tips
Consistency: Categories are separate from Inflows and Outflows. Keep your categorization consistent for accurate reporting.
Hierarchy: Limit the number of subcategory levels for better performance—one sublevel is optimal.
Language: To change the language of default categories, go to the three dots (...) next to the search bar !
FAQ ❓
What happens if I delete a category used in a KPI formula?
Deleting such a category will generate errors during the next KPI formula refresh. You'll need to update your KPIs to remove references to the deleted category.
Can I recover a deleted category?
No, once a category is deleted, it cannot be recovered. You would need to recreate it and reassign any transactions or rules as necessary.
How do I avoid issues when creating category names?
Avoid using spaces at the beginning or end of category names, and don't include symbols like > within the name to prevent unexpected issues.