Skip to content

Categories

Creating categories

  1. Go to Categories in the menu
  2. Click Add category
  3. Choose an icon, enter a name and optionally a description
  4. Select the type — Expense or Income
  5. Set a budget limit (optional)

Budget limits

You can set a monthly limit for each expense category. The progress bar shows how much of the limit has already been used. When you exceed the limit, the bar turns red.

Editing categories

Hover over the category card and click the pencil icon.

You cannot change the category type (expense/income) after it has been created.

FinanceFlow