Refine a custom category

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.

Steps

1. Open a transaction to reclassify

   From the transaction list, tap an item that deserves its own category to open its details.

2. 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.

3. 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.

4. Apply it to your past transactions

   Reclassify similar items already present so your history stays readable and comparable.

5. Automate with a rule

   Create a rule such as all payments from this merchant so future items automatically join your category.

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

Understanding categoriesHow Noryo's taxonomy works.