Categories

Categories are used to classify transactions, power budgets, and generate reports. TrendingBudget comes with a set of default categories, and you can customize them to match your needs.

• Add — Create new categories with a custom name and color.
• Edit — Rename categories or change their color.
• Delete — Remove categories (transactions will become uncategorized).
• Reorder — Drag to reorder categories in the list.

Plaid transactions come with suggested categories from the bank. Transaction Rules (Settings → Transaction Rules) let you automatically assign categories based on merchant name patterns.

• Budgets are linked to one or more categories.
• Reports break down spending by category.
• The dashboard shows top spending categories.
• Income entries can also be categorized.