> ## Documentation Index
> Fetch the complete documentation index at: https://docs.guito.pt/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom categories

> How to create, organise and delete the categories you classify your transactions with.

Categories are how you organise your transactions: they drive the spending charts, the budgets, and the assistant's answers about where your money goes. guito starts you off with a default set, but the list is yours: you can create your own, rename existing ones, group them however you like, and delete the ones you don't use. There's no limit and no extra cost.

## Create a category

There are two ways, and both give the same result.

### From a transaction

This is the fastest one when you're classifying a transaction and the category you want doesn't exist yet.

<Steps>
  <Step title="Open the category picker">
    In **Transactions**, click a transaction's category in the list itself, or open the transaction and click the **Category** field.
  </Step>

  <Step title="Type the name you want">
    The list filters as you type. If no category matches that name, a **Create "…"** option appears at the end of the list.
  </Step>

  <Step title="Confirm the group and the icon">
    A small form opens with the name already filled in. The icon is suggested from it, and the **Group** field is pre-selected to match the transaction you were on (expense or income): confirm it or pick another. You can also write the AI note here.
  </Step>

  <Step title="Save">
    The category is created and assigned to that transaction right away. It's also available for every other one from then on.
  </Step>
</Steps>

The group you pick decides the category's colour and how it rolls up in the summaries. You can move it to another group later.

### From settings

Use this one when you want to set up several categories at once, or organise the groups.

<Steps>
  <Step title="Open categories">
    Click your name at the bottom of the sidebar and choose **Categories**. (You can also get there via **Settings**, on the **Categories** tab.)
  </Step>

  <Step title="Pick the tab">
    **Expenses** or **Income**, depending on the kind of category you're creating.
  </Step>

  <Step title="Add the category to a group">
    In each group, use **Add category**, type the name, and save.
  </Step>
</Steps>

A new category goes to the end of its group, whichever way you created it, and renaming it doesn't move it. To put it elsewhere, drag it.

<Note>
  The icon is suggested from the name you type, and you can swap it at any time. Colour isn't picked per category: it comes from the group it belongs to, so categories in the same family read together in the charts.
</Note>

## Organise into groups

Groups are the layer above categories: **Essential expenses**, for instance, holding Housing, Groceries and Transport. They give the list its colour and order, and summaries are aggregated by group.

In **Categories** you can:

* **Create a group** with **Add group**, choosing the type (expense or income) and the colour.
* **Change a group's colour**, which changes the colour of every category inside it.
* **Drag a category** to another position or to another group. You can also do it from the category's **⋯** menu, under **Move to**.

<Note>
  A group can only be deleted once it's empty. Move or delete the categories still inside it first.
</Note>

## Help the AI categorise better

Each category has an optional description field where you can write examples or notes: on **Groceries**, for example, "Lidl, Carrefour, Aldi". guito uses that note when it automatically classifies incoming bank transactions, so it's worth filling in on categories you created yourself, whose names may not be self-explanatory.

Your custom categories count exactly like the default ones: see [Automatic categorisation](/en/concepts/automatic-categorization) for how guito picks between them and how it learns from your corrections.

## Edit and delete

To rename, change the icon, or write the AI note, use **Edit** in the category's **⋯** menu. To delete, use **Delete** in the same menu.

If the category is still used by transactions of yours, guito tells you how many and gives you two ways out: **Migrate and delete**, which moves those transactions to a category you pick, or **Delete without migrating**, which returns them to the automatic suggestion, when there is one, or leaves them uncategorised. Either way the transactions stay; only their classification changes. The count includes transactions that use the category only inside a [split](/en/features/split-transactions), and that page explains what happens to their parts.

Deleting is permanent: a default category you remove doesn't come back on its own. If you need it again later, create it with the same name.

If the category is the only one a budget tracks, guito won't let you delete it and tells you which budget. Otherwise the budget would have nothing left to measure and would start counting all your spending against the same limit. Adjust the budget's scope in **Budgets**, or delete it, and then delete the category. If you choose **Migrate and delete** instead, the budget follows the movements to the target category on its own.

<Note>
  Some categories are marked **required**. There's one per type, it's where transactions that don't belong anywhere else end up, and so it can't be renamed or deleted.
</Note>

## Frequently asked questions

<AccordionGroup>
  <Accordion title="How many categories can I have?">
    There's no limit, and custom categories don't depend on your plan. That said, very long lists make charts hard to read: if you find yourself with dozens of categories, merging the similar ones usually pays off.
  </Accordion>

  <Accordion title="If I delete a category, do I lose the transactions?">
    No. The transactions stay; what changes is the category they're classified under. If the category is in use, guito first asks whether to move them to another category or delete it without migrating, in which case they go back to the automatic suggestion, when there is one, or are left uncategorised. Either way, you can classify them again at any time.
  </Accordion>

  <Accordion title="Can I put a transaction in two categories?">
    Yes. A transaction has one category, but you can [split it](/en/features/split-transactions) across several, each with its own amount: a supermarket receipt with a book in it gets the groceries part in one category and the book in another. Each category counts only its part in the charts and budgets.
  </Accordion>

  <Accordion title="Can I pick a category's colour?">
    The colour always comes from the group. To change a category's colour, change the group's colour or move the category to another group.
  </Accordion>

  <Accordion title="Can other people see my categories?">
    No. The categories you create and the names you give them stay in your account only.
  </Accordion>
</AccordionGroup>

## Related pages

<CardGroup cols={2}>
  <Card title="Automatic categorisation" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/tags.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=e6f74e0f1905dd9d42d8b2043c48e4fd" href="/en/concepts/automatic-categorization" width="24" height="24" data-path="icons/tags.svg">
    How guito picks each transaction's category and learns from your corrections.
  </Card>

  <Card title="Transactions and cash flow" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/orbit.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=15024db7279b8e04c679a37ef479014b" href="/en/features/transactions" width="24" height="24" data-path="icons/orbit.svg">
    View, filter and classify your bank transactions.
  </Card>

  <Card title="Budgets" icon="https://mintcdn.com/guito/qyCDktPAmiF08sQd/icons/gauge.svg?fit=max&auto=format&n=qyCDktPAmiF08sQd&q=85&s=bbc9fd1caad46615fed5e5d5ad39cc35" href="/en/features/budgets" width="24" height="24" data-path="icons/gauge.svg">
    Set spending limits per category and track the month.
  </Card>

  <Card title="AI assistant" icon="https://mintcdn.com/guito/Z2-mKthyIORVPFl5/icons/bot.svg?fit=max&auto=format&n=Z2-mKthyIORVPFl5&q=85&s=85408477b801cc545a799f34a6ffc3da" href="/en/features/ai-assistant" width="24" height="24" data-path="icons/bot.svg">
    Ask about your spending in natural language.
  </Card>
</CardGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.