🏷️ Income & Expense Categories

Create, organise and manage the categories you use to classify transactions.

Where to find them

Open Settings → Configuration → Income Categories or Expense Categories. Both screens work the same way.

Add a category

1. Open the category screen and tap +.
2. Enter the Category name (New Category).
3. Tap Save.

Names must be unique: a top-level name must not repeat another top-level category, and a subcategory name must not repeat a sibling under the same parent. Upper/lower case and extra spaces are ignored. The same subcategory name is allowed under two different parents.

Add a subcategory

Open a category’s options and choose Add Subcategory (for example Food → Groceries). In pickers, subcategories appear as Parent → Child.

Edit, move and promote

• Edit Category – rename it.
• Change Parent Category / Move to Subcategory of… – move a category under another parent. If a budget is involved Casviz warns you that the budget calculation may change; choose Move Anyway to continue.
• Promote to Parent Category – turns a subcategory into its own top-level category. Existing transactions keep their category.

Reorder

Tap Reorder, tap a category to select it, then use the up/down arrows to move it. The order is used in all pickers.

Delete a category

Casviz checks first and tells you if a category cannot be deleted. A category cannot be deleted while it:

1. still has subcategories (delete or move them first),
2. is used by a budget,
3. is used by transactions (re-assign those transactions first, for example with the bulk “Set Category” action), or
4. is used by a repeat transaction (edit or delete that schedule first).

Uncategorized

Transactions without a matching category (for example after some imports) show as Uncategorized. Use bulk Set Category to tidy them up.