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Overview

Your categories are found in Settings > Categories. This is where you can create, edit, and manage the categories you use to organize your transactions and budgets.

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What are Categories?

Categories help you organize and track your expenses by grouping similar transactions together. You can create custom categories to suit your budgeting needs, making it easier to analyze your spending patterns.

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Category Types

Treasury offers three category types that represent how money moves through your accounts:
TypeDescriptionExamples
IncomeMoney coming in.Salary, refunds, interest
ExpenseMoney going out.Food, rent, healthcare
SavingMoney you set aside or transfer.401(k), HSA, emergency fund
Keep your categories broad (e.g., Food, Rent, Salary). For trip or event-specific tracking, use Tags instead.

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Manage Categories

To manage your categories, navigate to the Settings → Categories page. Categories organize your transactions and power your budgets and reports. Use them to group income, expenses, and savings in a way that reflects how you manage your money. Click the table view in the top right corner to see all your categories in a list format — from there, you can create, edit, or delete categories.

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Create a Category

To add a new category:
  1. Go to Settings → Categories.
  2. Click New Category in the top right corner.
  3. Enter a Name for your category.
  4. Select a Type — Income, Expense, or Saving.
  5. Choose a Color and optionally add a Description.
  6. Click Create to save.
Your new category will instantly appear in your list and be available when categorizing transactions or building budgets.

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Edit a Category

To edit an existing category:
  1. Go to Settings → Categories.
  2. Find the category you want to change.
  3. Click the three dots (⋯) and select Edit Category.
  4. Update the Name, Type, Color, or Description.
  5. Click Save Changes to apply your edits.
Editing a category helps keep your reports clean — for example, if you rename Dining Out to Restaurants, all related transactions update automatically.

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Delete a Category

To delete a category:
  1. Go to Settings → Categories.
  2. Find the category you want to remove.
  3. Click the three dots (⋯) and select Delete Category.
  4. A confirmation window will appear showing how many transactions are currently assigned to that category.
  5. Choose one of the following options:
    • Make Uncategorized — remove the category label so you can review and reassign transactions later in Transactions or Turbo Review.
    • Reassign to Category — move all transactions to another category (e.g., merging Dining Out into Food).
  6. Click Delete Category to confirm.
Deleting a category is permanent. Once deleted, it cannot be recovered — make sure to reassign any important transactions first.

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Use Categories in Budgets

Categories are the building blocks of your budgets.
When you create a new budget in Treasury, you’ll choose which categories to include and how much money to allocate to each one. For example, if you creates a monthly budget, you might include:
  • Food → $600
  • Rent → $1,600
  • Shopping → $300
As your transactions are categorized throughout the month, Treasury automatically tracks her spending against those category limits. If she spends less than her budgeted amount, the category will show as under budget, and if she spends more, it will show as over budget. You can edit a budget at any time to add or remove categories or adjust spending targets.
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