> ## Documentation Index
> Fetch the complete documentation index at: https://docs.budgetbandit.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Organize categories

> Create, rename, reorder, and hide categories and groups so your budget matches how you think about money.

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](/concepts/categories-and-groups) for the concept.

## Create a category or group

<Steps>
  <Step title="Open the Budget page">
    Use the add control to create a new group, or add a category inside an existing
    group.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    The new line appears in the grid, ready to assign money to.
  </Step>
</Steps>

<Tip>
  Setting up a fresh budget? You can add several categories at once from the grid header
  instead of one at a time.
</Tip>

## 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.

<Warning>
  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.
</Warning>

## Related

<CardGroup cols={2}>
  <Card title="Categories and groups" icon="layer-group" href="/concepts/categories-and-groups">
    The concept behind the grid.
  </Card>

  <Card title="Set a target" icon="bullseye" href="/budgeting/set-a-target">
    Give a category a funding goal.
  </Card>

  <Card title="Assign and move money" icon="money-bill-transfer" href="/budgeting/assign-and-move-money">
    Put money into your categories.
  </Card>

  <Card title="Budgeting FAQ" icon="circle-question" href="/troubleshooting/budgeting">
    Common budgeting questions.
  </Card>
</CardGroup>
