Setup
Categories & Subcategories
Maintain the local category and subcategory structure used to classify household transactions.
Categories
0
0 with transaction entries · 0 active
Subcategories
0
0 with transaction entries · 0 active
Selected category
None
Choose a category
Selected subcategories
0
Choose a category
Categories
All categories are listed here. Select one to manage its subcategories.
No categories yet
Add the first category to start classifying transactions.
Select a category
Choose a category from the left to manage its tags.
No category selected
Select a category from the left list.
Advanced taxonomy tools
Export or transfer an established taxonomy between Finvue installations. Importing after setup is an advanced operation because stored finance records may already depend on subcategory codes.