Introduction
We currently have 14 pre-set categories as listed below. You can also choose to create custom categories to suit your needs.
Topic area
Categorisation
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here
The 14 pre-set categories are:
- Income: for your positive incoming transactions (salary, pension payments, investment returns….)
- Bills: for all your household bills (mortgage payments, utilities, broadband...)
- Savings: for payments to and from all your savings accounts (ISAs, holiday fund, round ups...)
- Food & Drink: for all your eating out, coffees and after work drinks (pubs, restaurants, cafes…)
- Experiences: for all your fun excursions (concerts, cinema, gaming….)
- Giving: for the transactions intended for others (gifts, donations, sponsorship...)
- Groceries: for your food shopping (supermarket, green grocers, butchers...)
- Household: for expenses relating to your household (plumbers, decorating, building work...)
- Holiday: for any transactions associated with travel (hotels, flights, travel insurance...)
- Personal Care: spending for your health and happiness (dentist, spa treatments, gym memberships...)
- Shopping: purchases from your local, high street and online stores (clothing, books, accessories...)
- Transport: how you get from A to B (taxis, public transport, car payments, fuel)
- General: for your miscellaneous transactions that don't fit within another category (cash withdrawals, Paypal, Amazon)
- Transfers: for moving money between your own accounts
- "+" : How to add a custom category
You can see the category associated with each transaction by looking at the icon:
