Help center · Transactions
How to categorise a transaction
Multi-select field with quick-pick chips. Inline-create supported.
On this page
To categorise a transaction in Extrack, use the "Categories (optional)" field on the New transaction modal. The field is multi-select — pick one or more categories from your list (autocomplete) or type a new name to create one inline. A quick-pick row below the field surfaces your most-used categories for one-tap selection.
Steps
Open the new or existing transaction
Floating + button or row Edit action.
Tap into the Categories field
Type to filter; tap a result to add. Repeat for multiple categories. Tap a quick-pick chip below for one-tap addition.
Create a new category inline if needed
If the category you need does not exist, type the new name and pick the "Create …" option that surfaces in the autocomplete.
Save
Categories attach to the transaction; they roll up on the Categories and Budgets pages immediately.
Frequently asked
Can a transaction have more than one category?
Yes — the field is multi-select. Each tagged category counts the full transaction amount toward its rollup (not split across categories).
Why is the "Unknown" category showing spend?
Anything you save without picking a category lands in Unknown. Edit the rows to assign a real category, or bulk-re-categorise from Transactions.
Can I delete the Unknown category?
No. Unknown is a system category that protects rows from being orphaned when you delete a custom category.
How do categories affect Budgets?
Per-category caps in Budgets count only transactions tagged with that category. The overall monthly cap counts every expense regardless of category.
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