Category Groups
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What are category groups
When you have a large number of categories, you may find it easier to organize your categories into groups. To do this, you will create a category group, and then nest categories within them.
Category groups cannot be assigned to transactions, as their purpose is to help organize your categories. Only the categories nested within the category group can be assigned to transactions.
Category groups must also be composed of at least 1 category. When creating a new category group, you will be able to choose one or more of your existing categories to add to it, or create brand new categories to add.
Category groups are not only used to organize the categories in the Categories page, but also across the different areas within Lunch Money. For example, on the Transactions page, you will be able to quickly filter to see transactions associated with a group. In the Overview page, you can see your spending breakdown by individual categories, as well as by category group.
How to create a new category group
Category groups are created on the Categories page:
Open the Categories page
Click on âAdd category groupâ located above the table
In the âCreate Category Groupâ panel that appears on the right, enter a group name (required), a group description (optional), and enable any relevant category properties.
Next, under âCategories to includeâ, select all that apply. If youâd like to add a new category, click on the first option and a new entry will be created with an empty name field for you to type the name of the new category. You can repeat this as necessary.
To confirm and create the new category group, click on âCreateâ.
How to add categories to an existing category group
To add a category to a category group, the quick way is to click and drag it using the re-order icon at the end of each category row, and drop it under the relevant category group in which you wish to nest it:
The category will have a nested line icon added before the name to let you know that it is now nested under a category group.
Note that a regular category cannot be made into a category group, and vice-versa. This is because the essence of each is different. Category groups are made to hold other categories, while regular categories are made to hold transactions. Since transactions cannot be assigned to a category group, you will not be able to set an existing category to be a category group.
Adding categories from the 'Edit Category Group' panel
Another way to add a category to a category group, is from the âEdit Category Groupâ panel:
Open the Categories page
Locate the category group and click on the little arrow icon on the far-right of the row
In the âEdit Category Groupâ panel, click on the âModify categories in groupâ button
You can now check and uncheck categories, or add new categories as desired
To confirm the changes, click on âSave changesâ at the bottom
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