> ## Documentation Index
> Fetch the complete documentation index at: https://help.joinmiyo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage transaction categories

> Create, edit, or delete Miyo income, spending, and transfer categories, and understand how category changes affect transactions, budgets, and reports.

Categories organize the transactions behind your spending views, budgets, recurring detection, and reports. Use a category that describes the purpose of the activity rather than creating one for every merchant.

## Open categories

Open **Categories** from the Miyo sidebar. You can also open **Settings → Categories** when you are already reviewing account preferences.

Miyo separates categories into:

| Group                        | Use it for                                                        |
| ---------------------------- | ----------------------------------------------------------------- |
| **Spending** or **Expenses** | Purchases, bills, and other outflows                              |
| **Earnings** or **Income**   | Pay, reimbursements, and other inflows                            |
| **Transfers**                | Money moving between accounts without becoming income or spending |

## Create a category

<Steps>
  <Step title="Choose Add Category">
    Select **Add Category** from the Categories page, or use the add control in **Settings → Categories**.
  </Step>

  <Step title="Name the category">
    Enter a short name that you will recognize while reviewing transactions and budgets.
  </Step>

  <Step title="Choose the category group">
    Select the group that matches how the activity should behave in spending totals.
  </Step>

  <Step title="Choose an icon and color">
    Use the visual options to make the category easier to scan. They do not change how an amount is calculated.
  </Step>

  <Step title="Save the category">
    Confirm that the new category appears in the correct group before assigning transactions to it.
  </Step>
</Steps>

## Edit a category

Open the category's actions menu and select **Edit**, or select the category in **Settings → Categories**. Update its name, group, icon, or color, then save.

<Note>
  Renaming a category keeps existing transactions associated with that category. Changing its group can change how those transactions appear in spending, income, transfer, budget, and report totals.
</Note>

## Delete a category

Open the category and choose **Delete Category**, or use **Delete** from its actions menu.

<Warning>
  Deleting a category makes transactions using it uncategorized and can remove related budget entries. Review the transaction count shown for the category before confirming.
</Warning>

After deletion, open **Transactions** and filter for uncategorized activity. Assign replacement categories before relying on budget or spending totals.

<Columns cols={2}>
  <Card title="Review and categorize transactions" icon="list-checks" href="/transactions/review-and-categorize">
    Correct uncategorized activity and verify transaction types.
  </Card>

  <Card title="Create transaction rules" icon="wand-sparkles" href="/settings/transaction-rules">
    Automatically categorize or rename future matching transactions with a Premium membership.
  </Card>
</Columns>