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.
Categories answer “what kind of spending is this?” and are required on every expense and income. Tags cut across categories to group related spending (a trip, a renovation). Payees record who you paid or who paid you.
In this section #
Create a category, tag, or payee #
To create a new item, go to Settings → Categories / Tags / Payees and press the Create button. Expense and income categories are listed separately:
You will need to fill out a few fields, such as:
- Type (income/expense) — only for categories
- Icon — only for categories
- Name (3–64 characters)
Tags and payees work the same way — only the list is simpler:
Note You can also create categories, tags, and payees on the fly, right from the transaction dialog — no trip to Settings required.
Update or delete #
On desktop and tablet, click the three dots next to an item and select Edit or Delete. On mobile, tap the item to open the same actions in a bottom sheet.
Deleting an item will remove it from all transactions and budgets.
Use Reorder list to change the order in which items appear in pickers and in the budget.
Archive or unarchive #
You can archive items that are no longer relevant to you. Archived items won’t appear in the transaction dialog but will still be visible in the transaction list, and in a budget if you’ve budgeted them or had any associated spending.
Use the switch on the right side of each element to archive or unarchive it. The Active only toggle at the top of the list controls whether archived items are shown.