Knowledge Base
  • Welcome
  • Getting Started
  • Migrating from Mint
  • FAQ
  • Importing Transactions
    • Automatic Imports
      • Handling Syncing Issues
      • Institution-specific Issues
    • CSV Importing
    • Developer API
  • Home
    • Overview
    • Net Worth Tracker
    • Stats
    • Trends
  • Finances
    • Transactions
      • Transaction Actions
      • Transaction Types
      • Transaction Status
      • Transaction Enhancements
      • Other Features
      • FAQ
    • Budget
    • Recurring Items
      • The Basics of Recurring
      • Creating Recurring Items
      • Revising Recurring Items
      • Recurring Transactions
      • FAQ
    • Analyze
  • Setup
    • Accounts
      • Adding Accounts
      • Managing Accounts
      • FAQ
    • Crypto
    • Tags
      • Creating Tags
      • Managing Tags
      • Assigning Tags
      • Analyzing Tags
      • FAQ
    • Categories
      • Category Properties
      • Manual Category Creation
      • Auto-Categorization
      • Category Groups
      • Editing Categories
      • FAQ
    • Rules
  • Settings
    • Collaborators
    • Multicurrency
    • Billing
  • Miscellaneous
    • Mobile App
    • Unlimited Budgeting Accounts
    • Beta Testing Program
    • Affiliate Program
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On this page
  • Category Properties
  • Creating Categories
  • Category Groups
  • Editing Categories
  • FAQ

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  1. Setup

Categories

Categories are an essential way to organize your transactions in Lunch Money. Every transaction can have at most one category and uncategorized transactions are highly discouraged!


Category Properties

  • Treat as income

  • Exclude from budget

  • Exclude from totals

Creating Categories

  • Manual category creation

  • Auto-categorization

Category Groups

  • What are category groups

  • How to create a new category group

  • How to add categories to an existing category group

Editing Categories

  • Reordering

  • Archiving

  • Merging

  • Deleting

FAQ

  • Frequently Asked Questions

Last updated 12 months ago

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