Classifications #
This section introduces the basics of ‘Classifications’ in Econumo, including Categories, Tags, and Payees. All three entities share similar functionalities:
- 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:
