Categories
Categories
Categories: An introduction
Separate your income and expenses into meaningful areas.
Categories: Frequently asked questions
See where your money is going to and where it’s coming from by categorising your transactions.
Categories: Sub-categories and nesting
Separate your earning and spending into main groups.
Categories: Category types
Learn how to set the category type so that your transactions are displayed accurately.
Categories: Bill and scheduled income
Set up bill or scheduled income categories, where the full budgeted amount is paid or received in one transaction.
Categories: Options for hiding or restoring
You might want to hide particular categories in your reporting. Learn more here.
Categories: PocketSmith's default category structure
Information on PocketSmith’s default categories.
Adding, editing or deleting categories
Categories: Adding new categories
There are a number of different places in PocketSmith where you can add new categories.
Categories: Editing and deleting categories overview
An overview of editing or deleting categories.
Categories: 'Archive' old categories
Utilise an 'archived' parent category and nest your old categories within.
Editing categories
How to edit your categories.
Deleting or merging categories
Learn how to delete or merge your categories and some tips to be aware of.
Change the category order
Learn how to change the order of your categories.
Category mapping
Learn about category mapping.