Categories
How do I create or edit categories?
Customize your category names, icons, and colors so spending and income reports match how you think.
Quick answer
Open Settings, go to Categories, then add a category or select an existing one to edit its name, icon, and color.
Steps
- 1Open Finance AI on your iPhone.
- 2Go to Settings.
- 3Tap Categories.
- 4Tap an existing category to edit it, or add a new category.
- 5Choose the name, icon, color, and category type, then save.
Category types
Finance AI uses category types to keep reports accurate. Spending categories appear in spending charts, income categories appear in income reports, and transfer categories are excluded from ordinary spending totals.
Good category design
During onboarding, choose the categories you want Finance AI to track. Categories are not chosen for you, and Continue is disabled until at least one category is selected.
Use Select all categories during onboarding to turn every category on at once, or use Select all and Remove beside a category section to turn that group on or off.
Use categories that are specific enough to be meaningful but broad enough that transactions repeat. For example, Eating Out, Drinks, Groceries, Fitness, Subscriptions, and Travel are easier to maintain than a separate category for every merchant.
- Use colors to make charts scannable.
- Use icons only as visual labels; the category name is what matters for reporting.
- Rename categories carefully if you already use them in long-running reports.
Frequently asked questions
How do I create or edit categories?
Open Settings, go to Categories, then add a category or select an existing one to edit its name, icon, and color.
What should I know about category types?
Finance AI uses category types to keep reports accurate. Spending categories appear in spending charts, income categories appear in income reports, and transfer categories are excluded from ordinary spending totals.
What should I know about good category design?
During onboarding, choose the categories you want Finance AI to track. Categories are not chosen for you, and Continue is disabled until at least one category is selected. Use Select all categories during onboarding to turn every category on at once, or use Select all and Remove beside a category section to turn that group on or off. Use colors to make charts scannable. Use icons only as visual labels; the category name is what matters for reporting. Rename categories carefully if you already use them in long-running reports.