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Categories and wallet settings

Manage expense and income categories with icons, and edit wallet name, currency, and settings.

Updated 2026-10-13 · TH

Wallet settings and categories

Categories keep transactions and budgets organized. Wallet settings control identity and currency.

Steps

  1. Open a wallet and go to Settings (or the categories area for that wallet).
  2. Add or edit income and expense categories; pick icons that are easy to scan.
  3. Update the wallet name or currency when needed, then save.
  4. Return to the ledger — new transactions can use the updated categories.

Tips

  • Renaming a category does not invent history; past rows keep the category they used unless you edit them.
  • Currency changes are for correcting setup — they do not magically convert all historical amounts.

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