Categories
Everyday spending categories used when classifying transactions.
Who it's for
Everyone classifying day-to-day transactions
Key benefits
- Simpler, everyday-language layer over the Chart of Accounts
- Speeds up transaction classification
- Consistent naming across the company
Overview
Categories are the everyday-language labels used when classifying bank transactions - a simpler layer on top of the formal Chart of Accounts, so classifying a coffee-shop charge as "Meals" does not require knowing GL account numbers.
Related features
See how Categories fits into a plan on pricing, or how Count My Bucks compares to QuickBooks.