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A category tells the budget where a transaction belongs. Categorized outflows draw down the money you assigned to that category; categorized income adds to Ready to Assign. A transaction with no category still affects the account balance, but it won’t show up in your category spending until you assign one.

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Set or change a category

Click the transaction in the register to open it, then pick a category from the category field. The picker groups categories the same way your budget does, and it shows how much is still available in the selected category for that transaction’s month. Save the row.
To remove a category, open the picker and choose the clear / “No category” option.

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Categorize many at once

If several transactions belong in the same category, select them and use bulk actions → Category to set them all in one step.

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Let categorizing happen on its own

You don’t have to categorize every transaction by hand:
  • Rules apply a category automatically based on the payee, amount, memo, or account. See Create a rule.
  • Payees can carry a default category, so the next transaction from that payee starts out categorized. See Payees.

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A note on transfers

A transfer between two of your accounts has no category — it isn’t spending, just money moving. Transfer rows show the other account’s name in place of a category.

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If something looks wrong

  • Spending isn’t showing in a category → confirm the transaction has that category set, and that the date falls in the month you’re viewing.
  • A category went negative → Cover overspending.

Create a rule

Auto-categorize transactions by payee or amount.

Bulk actions

Recategorize a batch of transactions at once.

Payees

Give a payee a default category.

Categories and groups

How categories and groups are organized.