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This topic provides detailed information about the categories and tags that you can associate with your transactions.

You need to associate categories with your financial transactions. This is because categorized transactions drive key features such as reports, graphs, tax reporting, and budgets.
Tags add another layer of classification to help you manage your transactions and view reports. Although optional, they are useful in many situations. Learn more about categories, tags, and the differences between them.

Categories

Customize categories to fit your needs

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To restore the complete tag list, deselect the option Show Only Unused Tags.

Related topics

Child pages (Children Display)pageLearning about categories and tags