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: The Categorise tab
Use the Categorise tab to access your categories page and the various categorising tools available.
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
Learn about the options to edit or delete categories.
Categories: 'Archive' old categories
Utilise an 'archived' parent category and nest your old categories within.