Skip to main content

​
Smart Category Sets (Elite+)

Smart Category Sets is an advanced feature that allows you to organize your categories into custom sets for different contexts. Perfect for businesses that need to track expenses across multiple categories, manage tax-deductible items separately, or organize finances by different business units.

Access Smart Category Sets

Navigate to Categories page and click the “Smart Sets” tab to manage your category sets.

​
Overview

Smart Category Sets lets you:
  • Create Multiple Category Sets: Organize categories into sets like “Business Expenses”, “Tax Deductible”, “Personal”
  • Apply Multiple Categories: Tag transactions with multiple categories from different sets
  • Switch Between Sets: Easily switch active category sets without affecting existing transaction assignments
  • Full Edit History: Track all changes to transaction categories with complete history (up to 11 changes)
Smart Category Sets is available exclusively for Elite+ subscribers. Upgrade to Elite+ to unlock this powerful feature.

​
How to Access Smart Category Sets

​
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.
4

Open Smart Sets Tab

Click the “Smart Sets” tab to access category set management.

​
Category Sets Interface

Main Features:
  • List of Sets: View all your category sets
  • Active Set Indicator: See which set is currently active
  • Create Set Button: Create new category sets
  • Set Actions: Edit, delete, duplicate, or activate sets
  • Category Count: See how many categories are in each set
Available Actions:
  • Create New Set: Add a new category set
  • Edit Set: Modify set name, description, color, or icon
  • Activate Set: Make a set the active set for your account
  • Duplicate Set: Copy a set with all its categories
  • Delete Set: Remove unused sets (default set cannot be deleted)
  • Add Categories: Add categories to a set
  • Remove Categories: Remove categories from a set
  • Move Categories: Move categories between sets

​
Creating and Managing Category Sets

​
Creating a New Category Set

1

Access Smart Sets Tab

Navigate to Categories → Smart Sets tab.
2

Create New Set

Click “Create Category Set” button.
3

Fill Set Details

Enter the following information:
  • Set Name: e.g., “Business Expenses”, “Tax Deductible”, “Personal”
  • Description: Optional description for the set
  • Color: Choose a color to visually identify the set
  • Icon: Select an icon for the set (optional)
4

Save Set

Click “Save” to create the set. The set will be created but not activated automatically.

​
Setting Active Category Set

Active Set Behavior

When you switch to a different active category set, transactions already assigned categories keep their assignments unchanged. Only the dropdown options and default views change.
1

View All Sets

In the Smart Sets tab, you’ll see all your category sets listed.
2

Identify Active Set

The currently active set will be marked with an “Active” badge or highlight.
3

Activate Different Set

Click the “Activate” button (or star icon) on any set to make it active.
4

Confirm Activation

The set becomes active immediately. Category dropdowns across the app will now show categories from this active set.

​
Managing Categories in Sets

Process:
  1. Select a category set
  2. Click “Add Categories” or “Manage Categories”
  3. Select categories from your existing categories
  4. Click “Add” to include them in the set
Note: Categories can belong to multiple sets, allowing flexible organization.
Process:
  1. Open the set details
  2. Find the category you want to remove
  3. Click the remove/delete icon
  4. Confirm removal
Important: Removing a category from a set does not delete the category or remove it from transactions.
Process:
  1. Select a category in a set
  2. Choose “Move to Set” option
  3. Select the destination set
  4. Confirm the move
Result: Category is removed from the current set and added to the destination set.

​
Multiple Categories on Transactions

​
Assigning Multiple Categories

One of the most powerful features of Smart Category Sets is the ability to assign multiple categories to a single transaction. This allows for comprehensive financial analysis and reporting.
1

Open Transaction

Navigate to All Transactions, Expenses, or Bills page.
2

Edit Transaction

Click on a transaction to open the edit dialog.
3

Select Multiple Categories

In the category dropdown, use the multi-select interface:
  • Select multiple categories from different sets
  • Mark one category as “Primary” (optional)
  • Categories are displayed as chips with colors and emojis
4

Set Primary Category

Choose one category to be the primary category (used for default reporting).
5

Save Transaction

Click “Save” to apply multiple categories to the transaction.

​
Category Selection Interface

Features:
  • Grouped by Sets: Categories are organized by their category sets
  • Visual Indicators: Color-coded chips show category assignments
  • Primary Marker: Primary category is clearly marked
  • Search Function: Search across all categories
  • Filter by Set: Optionally filter categories by specific sets
Visual Elements:
  • Each selected category appears as a chip
  • Category color and emoji are displayed
  • Primary category has a special indicator
  • Hover to see full category name
  • Click to remove individual categories

​
Using Categories in Transaction Tables

Transaction Display

Table View:
  • Multiple category chips shown per transaction
  • Primary category highlighted
  • Color coding for quick identification
  • Click to filter by category

Edit Dialog

Edit Interface:
  • Full multi-category selector
  • Category set filter options
  • Primary category selection
  • Real-time preview of changes

​
Transaction History Tracking

Every change to transaction categories is tracked with complete history, allowing you to see when categories were changed, who or what made the change, and the reason for the change.

​
Viewing Transaction History

1

Open Transaction

Navigate to a transaction in All Transactions, Expenses, or Bills.
2

View History

Click on the history icon or “View History” button to see the change history.
3

Review Changes

View a timeline of all changes including:
  • Field name (e.g., “categoryId”, “amount”, “description”)
  • Old value and new value
  • Timestamp of change
  • Source of change (user, AI, import, rule, bulk)
  • Optional change reason

​
History Details

Tracked Fields:
  • Category assignments
  • Amount changes
  • Description updates
  • Date modifications
  • Merchant/recipient changes
  • Notes and attachments
Change Sources:
  • User: Manual changes by user
  • AI: Automated AI categorization
  • Import: Changes from data imports
  • Rule: Automatic rule-based changes
  • Bulk: Bulk operation changes
  • System: System-generated changes
Retention Policy:
  • Maximum of 11 changes per field per transaction
  • Oldest changes are automatically deleted when limit is reached (FIFO)
  • Complete audit trail for compliance
  • Export history for reporting

​
AI Categorization with Category Sets

The AI categorization feature can now consider multiple category sets when suggesting categories for transactions.

​
Using AI Categorization with Sets

1

Open AI Categorization

Navigate to All Transactions and click the AI categorize button.
2

Select Category Sets

In the AI categorization dialog, you can select which category sets to consider:
  • Select one or multiple sets
  • AI will analyze against selected sets
  • Suggestions will include categories from selected sets
3

Review Suggestions

AI provides suggestions with:
  • Multiple category options
  • Confidence scores for each suggestion
  • Categories from different sets if applicable
4

Apply Suggestions

Select multiple categories from suggestions and apply them to transactions.

​
Category Set Filtering in AI

Features:
  • Multi-Select Chips: Select multiple category sets
  • Active Set Highlight: Default selection of active set
  • Set Descriptions: See what each set contains
  • Category Count: View how many categories in each set
Process:
  • AI analyzes transaction against selected sets
  • Considers category names and patterns across sets
  • Suggests most appropriate categories
  • Can suggest categories from multiple sets for the same transaction

​
Default Category Set

Every account has a default category set that cannot be deleted. This ensures you always have at least one set to work with.

Default Set Protection

The default category set cannot be deleted or removed, ensuring system stability and data integrity.

​
Default Set Features

Initial Setup

First Time Users:
  • Default set created automatically
  • Contains standard categories
  • Can be customized
  • Can be renamed (optional)

Ongoing Use

Existing Users:
  • Existing categories added to default set
  • Default set becomes active automatically
  • Can create additional sets
  • Default set remains available

​
Best Practices

​
Organizing Category Sets

Business Structure

Organize by Business Needs:
  • Separate sets for different business units
  • Tax-deductible vs personal expenses
  • Project-specific category sets
  • Time-period based sets (e.g., Q1, Q2)

Tax Planning

Tax Optimization:
  • Create “Tax Deductible” set
  • Separate business and personal
  • Track deductible categories separately
  • Easy tax reporting

​
Multi-Category Assignment

Use Cases:
  • Mixed Expenses: Transaction has both personal and business components
  • Project Tracking: Expense relates to multiple projects
  • Tax Planning: Expense qualifies for multiple deduction types
  • Detailed Reporting: Need granular financial analysis
Example:
  • Transaction: “Lunch meeting with client”
  • Categories: “Meals & Entertainment” (Primary), “Business Development”, “Client Relations”
Best Practices:
  • Choose the most relevant category as primary
  • Primary category used for default reporting
  • Other categories provide additional context
  • Can change primary category anytime

​
History Management

1

Regular Reviews

Periodically review transaction history to ensure accuracy.
2

Track Changes

Use history to understand how categories were assigned and modified.
3

Audit Trail

Maintain complete audit trail for compliance and reporting.
4

Export History

Export history data for external reporting or analysis if needed.

​
Integration with Other Features

​
Categories Page Integration

Smart Category Sets is fully integrated into the Categories page with a tabbed interface:
  • Categories Tab: Manage individual categories
  • Smart Sets Tab: Manage category sets (Elite+ only)

Seamless Integration

All category management features work together seamlessly, whether you’re managing individual categories or organizing them into sets.

​
Transaction Pages Integration

All transaction pages support multi-category selection:
  • All Transactions: Full multi-category support
  • Expenses: Multiple categories per expense
  • Bills: Multiple categories per bill occurrence

​
Reporting Integration

Reporting Features:
  • Filter by specific category sets
  • View transactions by multiple categories
  • Primary category reports
  • Cross-category analysis
  • Set-specific financial reports
Tax Features:
  • Filter by “Tax Deductible” set
  • Track deductible expenses across multiple categories
  • Generate tax-compliant reports
  • Export for tax preparation

​
Troubleshooting

​
Common Issues

Possible Causes:
  • Not subscribed to Elite+ tier
  • Smart Sets tab not visible
  • Browser cache issues
Solutions:
  • Verify Elite+ subscription status
  • Clear browser cache
  • Refresh the page
  • Contact support if issue persists
Possible Causes:
  • Using older transaction edit dialog
  • Feature not enabled for account
  • Browser compatibility issues
Solutions:
  • Ensure you’re using the latest interface
  • Check account subscription tier
  • Try different browser
  • Contact support
Possible Causes:
  • No changes made yet
  • History limit reached
  • Permission issues
Solutions:
  • Make a test change to generate history
  • Check if history exists for the field
  • Verify account permissions
  • Check browser console for errors
Ready to organize your categories? Visit the Categories page or explore Transaction Management to see Smart Category Sets in action. Related Features: Smart Category Sets - Organize, analyze, and optimize your financial data with powerful category management.