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Categories

You can manage your categories in the budget page. Actual supports both expense and income categories.

Get some background information and recommendations on budget categories in our starting fresh guide.

Add a category​

  1. Hover over the category group and press the down arrow
  1. Select Add category

Adding a category group​

Scroll to the bottom of the budget sheet and select add group

Only one income group can ever exist and it cannot be deleted.

Renaming or delete a category​

  1. Hover over the category and press the down arrow
  1. Select Rename or Delete from the menu

Categories are organized into groups and same actions can be performed on groups.

Merging categories​

Let's say you have two categories that are the same but you want to delete one.

Hover over the category and select the drop down that appears and select Delete

If the category you're deleting has a positive balance OR has been used for existing transactions you will be presented with a box to select which category the balance and/or transactions should be moved to.

In our example, we want to use Food which will take over from Foods once you are happy, click Delete

You can see in the budget that our categories have now been successfully merged and the positive balance moved to the new category.

Expanding, Collapsing or Hiding Categories​

Updates, in June and July 2023, added the ability to (a) expand or collapse category groups by clicking on the three dots at the top of the Category list and (b) hide categories that are no longer needed (using the down arrow by each category name). Hidden categories can be viewed, when needed, by clicking on the three dots at the top of the category list. The screenshots above do not currently reflect these enhancements.

Category Notes​

It is possible to add notes to Categories. To do this, hover over the category that you would like to add a note to. A paper icon will appear.

Click the paper icon and type in your note.

Notes support Markdown syntax for formatted notes.

Viewing Category Notes​

Once a Category has been given a note it is possible to view it in one of two ways.

  1. Hover over the paper icon on the category and the note contents will appear for you to view.
  1. Click the paper icon. This will open the edit box where you can see the note content and also edit the note, should you wish.