TechArticle

Categories

Create a consistent classification for money, time and other records.

One classification for records

Categories give money, time and other records a stable meaning, making totals and comparisons easier to understand.

  • Use short names based on purpose.
  • Avoid duplicate categories with the same meaning.
  • Keep colours and order consistent for frequently used categories.

Categories and AI recognition

Recognition may suggest a category from a short input, but always check and correct it before saving.