Refine a custom category
Create and adjust your own categories so your spending matches your reality, not the other way around.
Noryo's categories are organized into broad families (housing, transport, food, and so on). When one of them doesn't reflect your habits closely enough, you can refine it for tailored tracking. This guide shows you how to do it in just a few minutes.
A useful category is neither too broad nor too narrow. Aim for a level that lets you set a budget and read a trend, for example Restaurants rather than a single merchant name.
Steps
Open a transaction to reclassify
From the transaction list, tap an item that deserves its own category to open its details.
Change its category
In the details, choose to change the category. If the category you want doesn't exist yet, create a new one with a clear name.
Name and organize your category
Give it a meaningful name and attach it to the right family so it stays consistent with the rest of your tracking.
Apply it to your past transactions
Reclassify similar items already present so your history stays readable and comparable.
Automate with a rule
Create a rule such as all payments from this merchant so future items automatically join your category.
A rule applies to future items. For transactions already recorded, remember to reclassify them once, as in step 4.
Keeping your categories in good shape
- Avoid overlapping meanings, two categories that are too similar blur your statistics.
- Rename without hesitation if a label is no longer clear.
- Set a monthly budget on your key categories to steer them over time.
If something goes wrong
My category isn't behaving as expected
Your categories and rules sync. A category created on the web shows up on your iPhone, and the other way around.
How Noryo's taxonomy works.