Categories

A category is a P&L line item: "Revenue", "Salaries", "Cloud hosting", "Office rent", and so on. Every transaction is assigned one or more categories (transactions can be split across categories with explicit amounts).

Structure

Categories are hierarchical. A category has a parent, a name, and a sign:

• Revenue categories sum into the revenue side of P&L.
• Expense categories sum into the expense side.

The category tree appears in the sidebar under Categories.

How transactions get categorized

In order of precedence:

1. Manual — set directly on the transaction.
2. Subscription — subscription-related transactions inherit from the product's default category. See Products.
3. Vendor default — see vendors.
4. Uncategorized — surfaced in the Transactions page so you can clean them up.

Planning percentages

For P&L planning, every category can carry a target percentage (e.g. "Salaries should be 40% of revenue"). The Profit & loss report shows actual vs. plan side-by-side.

Set per-category planning from the Categories page.