Create a category or correct a purchase category

Start with the existing categories. Add one when the current set does not answer your question. A separate Eating out category can help distinguish cafés from groceries for home.

1. Open Categories and add your own category.
2. Enter a short name and choose the appearance and type offered in the form.
3. Save, then open a purchase in Transactions.
4. Choose the correct category in the editor and save.
5. Return to the report and check the purchase is in the appropriate group.

• Category missing from the form: check whether the transaction is income or expense.
• Avoid a category for every shop if you want a single grocery total.
• Spendella remembers the category you choose for a merchant. Check the first suggestion; create a rule when a word must always select a specific category.