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Categories

Categories group expenses for reporting and review.

Category Data​

Each category has:

  • name (up to 50 characters)
  • optional icon (an emoji)
  • optional color

Categories are used by periodic expenses and daily expenses, not by income. They improve dashboard category breakdowns, analytics, and AI assistant context.

Managing Categories​

Open Categories from the sidebar or Settings > Data Management.

You can create, update, and delete categories. After changes, Cashlytics refreshes category-dependent pages such as Settings, Categories, and Expenses.

Default Categories​

As long as you have no categories, the button Add Default Categories creates eight at once: Wohnen, Lebensmittel, Transport, Abonnements, Versicherungen, Freizeit, Gesundheit, and Einkommen. The names are German regardless of the interface language. Names that already exist are skipped.

Deleting a Category​

Deleting asks for confirmation. Affected expenses keep all their data; only the category assignment is removed.

Practical Tips​

  • Keep category names short and consistent.
  • Avoid duplicate categories with only small wording differences.
  • Assign categories during receipt scan review before saving the expense.