Manage Category Groups

What are Category Groups

Category Groups allow you to organize categories into custom groupings, separate from their default hierarchy. This helps you measure and compare total expenses in each group against preset percentages or amounts.

A common example is the 50/30/20 rule, where you allocate:

• 50% to Needs
• 30% to Wants
• 20% to Savings

This system is demonstrated in the sample budgets: Joe uses the 50/30/20 rule, while Susan follows an 80/20 approach.

You can create your own system or choose not to use one at all. For more information about budgeting systems and how to apply them effectively, refer to the articles available on our website.

Adding a Category Group

To add a new Category Group, click the + Add a new Category Group button at the bottom of the list. You can add one group at a time.

When creating a new Category Group:

• Name: Provide a clear and descriptive name.
• Target Type: Select whether the group targets a specific amount or percentage.
• Target Value: Enter the amount or percentage to be tracked.
• Color: Choose a color that works well with your system’s appearance—dark or light. These colors will be used in visual charts, such as Totals by Category Group, to help identify each group.

Editing a Category Group

To edit an existing Category Group, select it from the list first. Then, you can update its name, adjust the target type and value, or change its associated color. Changes will be reflected immediately across budgeting tools and charts.

Deleting a Category Group

To delete a Category Group, select it from the list and click Delete Category Group… in the window’s footer. A confirmation dialog will appear to prevent accidental deletions.

Note: Deleting a Category Group does not delete the categories assigned to it. It only removes their group association. Those categories will have the Category Group property set to None and can be reassigned to another group at any time.