Assign category

Categorizing means assigning each transaction to a category such as Groceries, Insurance or Salary. This is the foundation for the Insight screen and budgets. The more consistently transactions are categorized, the more useful the reports.

Changing a single transaction

Click the category in the transaction row. A selection list appears.
Type a few letters to filter quickly, or scroll through the list.
Click the desired category. The change is saved immediately.

Multiple transactions at once

Click the logo circle to the left of a transaction. The checkbox column appears and the clicked row is immediately checked.
Check additional transactions in the checkbox column. Or use Select all in the actions menu (⋮ top right).
Open the actions menu (⋮ top right) and choose Assign category.
Choose a category. All selected transactions are assigned to it.

Action on all filtered transactions

Assign category and Assign may appear greyed out when nothing is checked, but they are still clickable. Without a selection, the action applies to all transactions in the current filter. Useful for clearing the category from all visible transactions at once — be aware that every transaction currently in the list will be affected.

Automating categorization

For recurring patterns (“Albert Heijn is always Groceries”), an action rule can be created. Spendle suggests one automatically when it recognizes a pattern. See Action rules.

Creating a new category

If the category you need is not in the list, go to More > Manage > Categories for full management — see Managing categories.