Skip to main content

Settings — Categories

Expense category management. Create, edit and organize categories for convenient analytics.

Settings - Categories

What Are Categories​

Categories are expense groups for organizing and analyzing spend.

Why needed:

  • Structure expenses by types
  • Analyze spend by directions
  • Quickly understand where money goes
  • Create detailed reports

Advertising:

  • Facebook Ads
  • Google Ads
  • TikTok Ads
  • Native Advertising

Infrastructure:

  • Tracker (Keitaro, Binom)
  • Domains and Hosting
  • VPN and Proxies
  • Tools and Services

Team:

  • Salaries
  • Bonuses
  • Freelance

Other:

  • Design and Creatives
  • Office
  • Miscellaneous

Managing Categories​

Creating Category​

  1. Open Settings → Categories
  2. Click "Add Category"
  3. Fill in:
    • Category name
    • Description (optional)
    • Color for visual distinction
  4. Save

Editing Category​

  1. Find category in list
  2. Click "Edit"
  3. Change name, description or color
  4. Save changes

Deleting Category​

  1. Find category in list
  2. Click "Delete"
  3. Confirm deletion

Important: Can't delete category if it has associated expenses.

Category Usage​

After creating categories, you can:

  • Assign to expenses in Expenses section
  • Filter expenses by categories
  • View analytics by category
  • Export reports with category breakdown

Tips​

  • Specificity - create specific categories for accurate analytics
  • Colors - use different colors for quick visual navigation
  • Structure - organize categories by types (ads, infrastructure, team)
  • Relevance - periodically review and update category list