Categories

Categories (/categories) classify payables, receivables, and transactions. The structure is hierarchical: a category can have unlimited subcategories, allowing tree-based organization.

Fields

Field	Description
Name	Category name
Type	cost (expense) or revenue (income)
Parent category	Superior category in the hierarchy (optional)

Hierarchy

Operating Expenses (cost)
├── Rent
├── Utilities
│   ├── Electricity
│   └── Water & Sewage
└── Payroll
    ├── Salaries
    └── Benefits

Revenue (revenue)
├── Subscriptions
└── Services
    ├── Consulting
    └── Support

When filtering by a parent category, the system automatically includes all descendant subcategories.

Type: Cost vs. Revenue

• cost — expense categories. Appear in the selector for payables and debit transactions.
• revenue — income categories. Appear in the selector for receivables and credit transactions.

Import and Automatic Creation

CSV imports of payables, receivables, and transactions automatically create categories by name when no match is found. If the category from the CSV doesn't exist in the workspace, it is created with the type inferred from the document's polarity.

Deletion

A category can only be deleted when it has no linked documents. To replace a category in use, reclassify the documents first or use Bulk classify in the listing.