Create your own categories
Add a category for something the built-in ones do not cover, then rename, merge or delete it later.
Finsplore comes with built-in categories such as Groceries and Transportation. If you track something more specific, such as a side business or a shared household pool, you can add your own.
Open your categories
Open Categories from Track, or go to Settings, click Preferences and then Categories and rules. Your categories are grouped under Spending, Income and Transfers, and each one is marked Built-in or Custom. Next to every category you can see how many transactions it has this month.
Add a category
- Click Add category.
- Enter a Name, such as Pets, Kids or Side hustle. It must be different from your other categories.
- Under Type, choose Spending or Income. This decides whether the category counts as spending or as income.
- Choose a Colour and an Icon.
- Click Add category.
Creating and renaming custom categories depends on your plan and your role. If the controls show a lock, see Which plans include custom categories.
Change, merge or delete a custom category
Built-in categories cannot be changed. For a custom one, click the three dots beside it and choose:
- Edit to change its name, type, colour or icon.
- Merge into... to move all of its transactions and rules into another category. Pick the category that takes over and confirm. This cannot be undone.
- Delete to remove it. Its transactions become Needs a category, or you can choose another category to Move transactions to.
Deleting or merging a category never deletes your transactions. Merging and deleting stay available on every plan, even when creating and renaming are locked.
Use your category
Once a category exists, you can move transactions into it. See Change a transaction's category.
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