Transactions & categories
How categories work
Built-in categories, your own subcategories, and fixing wrong ones.
Every transaction gets a category from your bank, which FinTrack refines with AI when insights are on.
Fix a category
Open the transaction and pick a new category. If it's a merchant you'll see again, create a rule so future ones are automatic.
Add your own subcategories
Go to Settings → Categories & rules and add subcategories under any built-in group, for example Groceries and Takeout under Food & drink. They appear in the picker, budgets and reports.
Business categories
Turn on a business pack under What you track to get tax-ready categories such as Office & software or Professional services.