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