C25 / Categories

Common questions and missing categories

Resolve search, disabled, access and validation issues without creating duplicate categories.

Find it: Bottom tabs > Categories

Video walkthrough

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Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Clear search before replacing

  1. Clear the category search
  2. Browse the matching group
  3. Check disabled rows

If a category seems missing, clear Search categories and check its automatically selected group.

Look in Disabled Categories before creating a replacement.

Step 2

Re-enable a disabled category

  1. Check the verified saved state
  2. Read the highlighted value
  3. Setup is separate from money movement

Use Enable for future entry; saved history was never removed.

Unlock custom editing through the existing gate if offered; AI Premium is unrelated.

Step 3

Use a valid name

  1. Meet all name rules
  2. Avoid duplicate names
  3. Keep built-in names and icons fixed

The actual validation rejects an invalid custom name.

Use a valid unique name; built-in name and icon fields remain fixed.

Step 4

Keep category and subcategory separate

  1. Open the category editor
  2. Check name, icon and purpose
  3. Keep the same category when editing

Create an Expense, Savings or Debt category here; there is no subcategory manager or custom Income choice.

Enter subcategories with actual transactions. Only saved confirmed examples teach suggestions.

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