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Categories are how you group your transactions. The Categories page shows every category you can use: the ones you create yourself, plus the ones synced from your banks. Finta, your rules, and the API and MCP all assign these categories to transactions. Categories live under Your data in the sidebar and require storage mode.
The Categories page showing a table of categories with their group and transaction count

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Create a category

  1. Go to Your data → Categories and click New category.
  2. Enter a name, and an optional group to keep related categories together.
  3. Click Create.
The New category dialog with a name and optional group

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Rename a category

Open a category’s menu and choose Rename. You can rename any category, including ones synced from your bank.
The Rename category dialog for a bank-synced category
When you rename a bank-synced category, your name sticks. Future syncs won’t overwrite it with the bank’s original name.

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Delete a category

You can delete categories you created. Open the category’s menu and choose Delete. Any transactions in that category become uncategorized. Categories synced from your bank can’t be deleted, since your bank keeps sending them. You can always rename them instead.

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How transactions get a category

A transaction’s category can come from three places, in order of precedence:
  1. Your bank, which provides a default category when it’s available.
  2. A rule, which can override the bank’s category. See Rules.
  3. You, by setting it yourself in the app, the API, or the MCP. A category you set by hand always wins, and rules won’t change it.