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Category Management

Categories help you organize and track your financial transactions effectively. AI2Fin allows you to create custom categories, set tax deductibility, and organize your expenses for better financial management.

Access Categories

Navigate to the Categories page to create and manage your transaction categories.

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How to Access Categories

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Primary Navigation Path

1

Open Sidebar Navigation

Click the hamburger menu (☰) on mobile or use the sidebar on desktop.
2

Navigate to Personalize

In the sidebar, find “2. Personalize” section with the gear icon.
3

Click Categories

Click “Categories” to access the category management page.

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Alternative Access Methods

From All Transactions

Via All TXns:
  1. Go to “3. Analysis & Management” → “All TXns”
  2. Use category dropdown on transactions
  3. Click “Manage Categories” option
  4. Access full category management

Dashboard Quick Access

From Dashboard:
  1. Go to Dashboard (top of sidebar)
  2. Look for category-related widgets
  3. Click on category links
  4. Navigate to category management

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Understanding the Categories Interface

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Page Layout Overview

Top Controls:
  • Page Title: “Categories” with category count
  • Create Category Button: Add new category
  • Search Bar: Search categories by name
  • Filter Controls: Filter by type, status
  • Bulk Actions: Select multiple categories
Main Content:
  • Category List: All categories with details
  • Category Details: Name, type, color, description
  • Action Buttons: Edit, delete, duplicate categories
  • Usage Statistics: Transaction count per category
  • Status Indicators: Active/inactive status

Category Creation Interface

Creating New Categories:
  • Quick Create: Use “Create Category” button
  • Category Form: Fill in name, type, color
  • Tax Settings: Set deductibility and business use
  • Description: Add category description

Category Management Tools

Management Features:
  • Edit Categories: Modify existing category details
  • Delete Categories: Remove unused categories
  • Duplicate Categories: Copy similar categories
  • Bulk Operations: Process multiple categories

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Category Features

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Creating and Managing Categories

1

Create New Category

  1. Click “Create Category” button
  2. Fill in category details:
    • Category name
    • Category type (expense/income/transfer)
    • Color selection
    • Description (optional)
  3. Set tax deductibility if applicable
  4. Save category
2

Edit Existing Category

  1. Click on category in the list
  2. Click edit button (pencil icon)
  3. Modify category details as needed
  4. Update tax settings if required
  5. Save changes
3

Delete Category

  1. Select category to delete
  2. Click delete button (trash icon)
  3. Confirm deletion
  4. Handle existing transactions

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Category Types and Settings

Available Types:
  • Expense: Business and personal expenses
  • Income: Revenue and income sources
  • Transfer: Money transfers between accounts
  • Tax Deductible: Business expenses for tax purposes
Type Features:
  • Color coding for visual organization
  • Different reporting treatment
  • Tax-specific calculations
  • Business use tracking
Tax Configuration:
  • Tax Deductible: Mark categories as tax deductible
  • Business Use %: Set percentage for business use
  • GST/VAT: Configure tax handling
  • Regional Compliance: Set regional tax rules
Compliance Features:
  • Automatic tax calculations
  • Compliance reporting
  • Audit trail maintenance
  • Regional tax optimization

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Advanced Category Features

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Category Organization

Category Hierarchy

Organization Features:
  • Parent-child category relationships
  • Category grouping
  • Nested category structure
  • Hierarchical reporting

Category Templates

Template Features:
  • Pre-built category sets
  • Industry-specific templates
  • Custom template creation
  • Template sharing

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Category Analytics

Analytics Features:
  • Transaction count per category
  • Spending trends by category
  • Category performance metrics
  • Usage frequency analysis
Insights:
  • Most used categories
  • Underutilized categories
  • Spending pattern analysis
  • Category optimization suggestions
Reporting Features:
  • Category-based financial reports
  • Tax deduction summaries
  • Business expense reports
  • Category performance dashboards
Export Options:
  • PDF reports
  • CSV exports
  • Custom report formats
  • Scheduled reporting

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Integration with Transactions

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Transaction Categorization

1

Automatic Categorization

  1. AI analyzes transaction descriptions
  2. Suggests appropriate categories
  3. Shows confidence levels
  4. Allows manual override
2

Manual Categorization

  1. Select transaction
  2. Choose category from dropdown
  3. Confirm selection
  4. Update transaction
3

Bulk Categorization

  1. Select multiple transactions
  2. Choose category for all
  3. Apply to selected transactions
  4. Review and confirm

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Category Rules

Rule Features:
  • Set up automatic categorization rules
  • Keyword-based category assignment
  • Merchant-based categorization
  • Amount-based rules
Rule Management:
  • Create custom rules
  • Edit existing rules
  • Test rule effectiveness
  • Disable/enable rules
AI Suggestions:
  • Learn from user preferences
  • Improve accuracy over time
  • Suggest new categories
  • Optimize categorization rules
Feedback System:
  • Accept/reject suggestions
  • Provide feedback to AI
  • Improve future suggestions
  • Customize AI behavior

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Mobile Navigation

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Mobile Category Management

Mobile Features:
  • Touch-friendly category creation
  • Swipe actions for category management
  • Mobile-optimized forms
  • Offline category access
  • Sync when online
Mobile Optimizations:
  • Collapsed sidebar navigation
  • Quick category selection
  • Mobile search interface
  • Touch gestures
  • Responsive design

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Efficient Category Management

Category Organization

Best Practices:
  • Use descriptive category names
  • Group related categories
  • Set appropriate colors
  • Add helpful descriptions
  • Regular category cleanup

Tax Optimization

Tax Tips:
  • Mark business categories clearly
  • Set accurate business use percentages
  • Review tax deductibility regularly
  • Maintain audit trail
  • Use consistent naming

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Workflow Optimization

1

Initial Setup

  1. Create core business categories
  2. Set up personal expense categories
  3. Configure tax settings
  4. Test categorization rules
2

Regular Maintenance

  1. Review category usage monthly
  2. Update category descriptions
  3. Merge similar categories
  4. Archive unused categories
3

Optimization

  1. Analyze categorization accuracy
  2. Refine automatic rules
  3. Improve AI suggestions
  4. Optimize for tax reporting

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Troubleshooting

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Common Issues

Common Problems:
  • Can’t create new categories
  • Categories not saving
  • Color selection not working
  • Tax settings not applying
Solutions:
  • Check internet connection
  • Refresh page and try again
  • Clear browser cache
  • Try different browser
  • Contact support if persistent
Categorization Problems:
  • AI not suggesting categories
  • Manual categorization not working
  • Bulk operations failing
  • Rules not applying
Troubleshooting:
  • Check AI service status
  • Verify category exists
  • Review rule configuration
  • Test with single transaction
  • Check subscription status
Ready to explore more features? Check out Custom Rules for automated categorization or Transaction Management for overall transaction handling. Master category management for organized financial tracking and tax optimization.