Skip to main content
Your budget is a list of category groups, each holding categories. You shape that list to match your life — add what you track, rename what does not fit, reorder for priority, and hide what you no longer use.

​
Categories and groups

A group is a heading like Bills, Everyday, or Savings. A category is a line you assign money to, like Rent or Groceries, that lives inside a group. You assign money to categories, not groups; a group’s totals are the sum of its categories. See Categories and groups for the concept.

​
Create a category or group

1

Open the Budget page

Use the add control to create a new group, or add a category inside an existing group.
2

Name it

Give the group or category a name. You can add an emoji to a category to make it easy to spot in the grid.
3

Save

The new line appears in the grid, ready to assign money to.
Setting up a fresh budget? You can add several categories at once from the grid header instead of one at a time.

​
Rename

Click a category or group name to edit it in place. Renaming does not affect the money in the category, its target, or its history — only the label changes.

​
Reorder

Drag a category or group to a new position. Order is yours to set — put the categories you fund first at the top, or group them however you scan fastest. The order you choose is the order you see everywhere the category list appears.

​
Hide a category

Hiding removes a category from the working grid without deleting its history. Use it for seasonal or finished categories you do not want cluttering the month, like a category for a trip you already took. A hidden category keeps all its past transactions and totals, and you can unhide it later. This is the right choice when a category has history.
You cannot delete a category that has budgeting history — the app will point you to hide it instead. Hiding preserves your reports and reconciliation; deleting a category with history would break them. Delete is reserved for categories you created by mistake and never used.

Categories and groups

The concept behind the grid.

Set a target

Give a category a funding goal.

Assign and move money

Put money into your categories.

Budgeting FAQ

Common budgeting questions.