Bilance provides a robust set of predefined categories to organize your expenses, sometimes you may need more tailored options to fit your unique spending habits. That’s where custom subcategories come in.
Important Notes About Custom Categories:
You cannot edit existing predefined categories.
You can only create subcategories under existing main categories.
You can hide categories you don’t use for a cleaner interface.
Custom subcategories work the same way as predefined ones in budgets and reporting.
Our AI works with custom subcategories, learning and adjusting to your preferences.
If you use Bilance to share your finances with a partner, your custom categories will be shared too.
Ideas for Custom Categories
Here are some ways our users personalize their categories:
Food & Drink > Organic Produce 🥦: Track how much you spend on organic food separately from regular groceries.
Food & Drink > Work Lunch 🥪: Track expenses for meals purchased during work hours, whether at the office or while commuting.
Home > Home Appliances 🛠: Track spending on household appliances like refrigerators, ovens, washing machines, and other essential equipment.
Transportation > EV Charging ⚡: Monitor how much you’re spending on charging your electric vehicle.
Life & Entertainment > Concerts 🎵: Keep track of spending on live music events.
Health & Education > Medications 💊: Monitor expenses on prescription drugs or over-the-counter remedies.
Health & Education > Haircare 💇: Track spending on haircuts, coloring, or styling products.
Income > Consulting 💼: Keep track of revenue from professional consulting services.
Creating a Custom Category
Go to the "Overview" tab.
Tap "Add Category".
Enter a title for your subcategory.
Select the parent category it belongs to.
Choose an icon.
Optionally, add emojis to the name for a personal touch.
Your new subcategory will now appear under the selected main category, ready for use in organizing your transactions.
Delete or Edit Custom Category
If you no longer need a custom subcategory, follow these steps to delete or edit it:
Go to the "Overview" tab.
Tap "Edit Categories".
Select the parent category of the subcategory you want to delete or edit.
Press the trash bin icon to delete or the pen icon to edit.
👉 FYI: If there are transactions under the deleted subcategory, you’ll be prompted to assign them to a new category. This ensures no data is lost during the process.