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

# Categories

> View, create, and rename the categories Finta assigns to your transactions.

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](/your-data/rules), and the [API](/api/v2/overview) and [MCP](/mcp/overview) all assign these categories to transactions.

Categories live under **Your data** in the sidebar and require [storage mode](/getting-started/storage-mode).

<Frame>
  <img src="https://mintcdn.com/finta-10/24-W0vuDfwhdT4AS/images/your-data/categories.png?fit=max&auto=format&n=24-W0vuDfwhdT4AS&q=85&s=174efa1524c00c11700ab7620b6acad2" alt="The Categories page showing a table of categories with their group and transaction count" width="2800" height="1602" data-path="images/your-data/categories.png" />
</Frame>

## 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**.

<Frame>
  <img src="https://mintcdn.com/finta-10/24-W0vuDfwhdT4AS/images/your-data/category-create.png?fit=max&auto=format&n=24-W0vuDfwhdT4AS&q=85&s=afff751d95c2948556af5112ba1433cd" alt="The New category dialog with a name and optional group" width="2800" height="1602" data-path="images/your-data/category-create.png" />
</Frame>

## Rename a category

Open a category's menu and choose **Rename**. You can rename any category, including ones synced from your bank.

<Frame>
  <img src="https://mintcdn.com/finta-10/24-W0vuDfwhdT4AS/images/your-data/category-rename.png?fit=max&auto=format&n=24-W0vuDfwhdT4AS&q=85&s=2e833c75b238cb4e97015d2eb1542f71" alt="The Rename category dialog for a bank-synced category" width="2800" height="1602" data-path="images/your-data/category-rename.png" />
</Frame>

<Note>
  When you rename a bank-synced category, your name sticks. Future syncs won't overwrite it with the bank's original name.
</Note>

## 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.

## 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](/your-data/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.
