Customising Your Transaction Categories for Better Financial Insights

Customising transaction categories is an effective way to get financial insights that reflect your unique needs. Tailoring categories to fit personal spending patterns makes financial tracking more meaningful.

The Impact of Custom Categories

Custom categories allow you to group spending into areas like personal expenses, business costs, and recurring bills, which provides more accurate insights and helps you identify areas to cut back.

Setting Up Categories to Reflect Your Life

Creating categories that reflect your lifestyle means each transaction is classified in a way that aligns with your goals, making budgeting more efficient and precise.

Using Custom Rules to Simplify

With custom rules, you can set specific criteria for transactions, like categorising all grocery purchases as “Essentials,” which saves time and keeps your categories organised.