Classifications #
This section introduces the basics of ‘Classifications’ in Econumo, including Categories, Tags, and Payees. All three entities share similar functionality:
- Create a new item.
- Update or delete an existing item.
- Archive or unarchive any item.
In this section #
Create a category, tag, or payee #
To create a new item, go to Settings -> Categories / Payees / Tags and click on the Create button.
You will need to fill out a few fields, such as:
- Type (income/expense) - only for categories
- Icon - only for categories
- Name
Update or delete #
To update or delete an item, click on the three dots next to it and select the desired action, such as Edit or Delete.
Deleting an item will remove it from all transactions and budgets.
Archive or unarchive #
You can archive items that are no longer relevant to you. Archived items won’t appear in the transactions dialog but will still be visible in the transactions list or a budget if you’ve budgeted them or had any associated spending.
Use the switch on the right side of each element:
