Categories & Organization

Learn how to organize your transactions with smart categorization and custom categories in WhatsCash AI.

Understanding Categories

Default Categories

Built-in categories provided by WhatsCash AI for common transaction types.

Category Structure

• Category names and descriptions
• Visual indicators (icons and colors)
• System vs custom categories

Creating Custom Categories

Adding New Categories

Step-by-step guide to creating categories that fit your spending habits.

Category Best Practices

• Naming conventions
• Organization strategies
• Avoiding category overlap

Smart Categorization

AI-Powered Auto-Categorization

How WhatsCash AI automatically suggests and assigns categories.

Category Learning

How the system learns from your categorization patterns.

Category Management

Editing Categories

Modifying category details and visual appearance.

Merging Categories

Combining similar categories and updating historical data.

Category Analytics

Understanding spending patterns by category.